Integrated Wealth Concepts’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 | $1M | Buy |
73,131
+24,292
| +50% | +$333K | 0.01% | 913 |
|
|
2025
Q1 | $666K | Sell |
48,839
-867
| -2% | -$11.8K | 0.01% | 1019 |
|
|
2024
Q4 | $583K | Buy |
49,706
+1,403
| +3% | +$16.4K | 0.01% | 1059 |
|
|
2024
Q3 | $492K | Sell |
48,303
-406
| -0.8% | -$4.13K | 0.01% | 1092 |
|
|
2024
Q2 | $526K | Sell |
48,709
-8,356
| -15% | -$90.2K | 0.01% | 1021 |
|
|
2024
Q1 | $584K | Sell |
57,065
-218,517
| -79% | -$2.24M | 0.01% | 978 |
|
|
2023
Q4 | $2.37M | Buy |
275,582
+5,663
| +2% | +$48.8K | 0.04% | 419 |
|
|
2023
Q3 | $2.29M | Sell |
269,919
-3,174
| -1% | -$26.9K | 0.04% | 411 |
|
|
2023
Q2 | $2.01M | Sell |
273,093
-6,669
| -2% | -$49.2K | 0.03% | 461 |
|
|
2023
Q1 | $1.79M | Buy |
279,762
+258,526
| +1,217% | +$1.65M | 0.04% | 451 |
|
|
2022
Q4 | $142K | Sell |
21,236
-724
| -3% | -$4.84K | ﹤0.01% | 973 |
|
|
2022
Q3 | $99K | Buy |
+21,960
| New | +$99K | ﹤0.01% | 916 |
|