JFS Wealth Advisors’s Mitsubishi UFJ Financial MUFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $45.9K | Sell |
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|
2025
Q1 | $48.6K | Hold |
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|
2024
Q4 | $41.8K | Buy |
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|
2024
Q3 | $35.5K | Buy |
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|
2024
Q2 | $36.6K | Hold |
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|
2024
Q1 | $34.7K | Buy |
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|
2023
Q4 | $28.8K | Buy |
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|
2023
Q3 | $25.1K | Hold |
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|
2023
Q2 | $21.8K | Buy |
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|
2023
Q1 | $18.4K | Sell |
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|
2022
Q4 | $19.4K | Sell |
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|
2022
Q3 | $72K | Buy |
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|
2022
Q2 | $73K | Sell |
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|
2022
Q1 | $94K | Sell |
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|
2021
Q4 | $85K | Buy |
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|
2021
Q3 | $86K | Hold |
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|
2021
Q2 | $79K | Hold |
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|
2021
Q1 | $78K | Hold |
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|
2020
Q4 | $64K | Hold |
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|
2020
Q3 | $58K | Hold |
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|
2020
Q2 | $57K | Hold |
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|
2020
Q1 | $53K | Hold |
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|
2019
Q4 | $79K | Hold |
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|
2019
Q3 | $74K | Hold |
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|
2019
Q2 | $69K | Buy |
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|
2019
Q1 | $70K | Buy |
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|
2018
Q4 | $65K | Hold |
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|
2018
Q3 | $82K | Buy |
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|
2018
Q2 | $71K | Buy |
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|
2018
Q1 | $68K | Sell |
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|
2017
Q4 | $90K | Hold |
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|
2017
Q3 | $80K | Hold |
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|
2017
Q2 | $84K | Sell |
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|
2017
Q1 | $77K | Hold |
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|
2016
Q4 | $77K | Hold |
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|
2016
Q3 | $63K | Hold |
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|
2016
Q2 | $56K | Buy |
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|
2016
Q1 | $46K | Buy |
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|
2015
Q4 | $39K | Sell |
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|
2015
Q3 | $83K | Buy |
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|
2015
Q2 | $93K | Hold |
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|
2015
Q1 | $80K | Hold |
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|
2014
Q4 | $71K | Hold |
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|
2014
Q3 | $72K | Hold |
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|
2014
Q2 | $79K | Buy |
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|
2014
Q1 | $70K | Hold |
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|
2013
Q4 | $84K | Sell |
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|
2013
Q3 | $85K | Buy |
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|
2013
Q2 | $78.5K | Buy |
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