IEQ Capital’s Mitsubishi UFJ Financial MUFG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$489K Buy
35,639
+10,570
+42% +$145K ﹤0.01% 1166
2025
Q1
$342K Buy
25,069
+2,334
+10% +$31.8K ﹤0.01% 1136
2024
Q4
$266K Buy
22,735
+3,244
+17% +$38K ﹤0.01% 1079
2024
Q3
$198K Buy
19,491
+2,157
+12% +$22K ﹤0.01% 1064
2024
Q2
$187K Hold
17,334
﹤0.01% 922
2024
Q1
$177K Buy
17,334
+1,104
+7% +$11.3K ﹤0.01% 895
2023
Q4
$140K Buy
16,230
+2,776
+21% +$23.9K ﹤0.01% 867
2023
Q3
$114K Buy
13,454
+97
+0.7% +$824 ﹤0.01% 882
2023
Q2
$98.4K Buy
+13,357
New +$98.4K ﹤0.01% 852