JFS Wealth Advisors’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 | $45.9K | Sell |
3,348
-215
| -6% | -$2.95K | ﹤0.01% | 479 |
|
|
2025
Q1 | $48.6K | Hold |
3,563
| – | – | ﹤0.01% | 479 |
|
|
2024
Q4 | $41.8K | Buy |
3,563
+80
| +2% | +$938 | ﹤0.01% | 496 |
|
|
2024
Q3 | $35.5K | Buy |
3,483
+91
| +3% | +$926 | ﹤0.01% | 525 |
|
|
2024
Q2 | $36.6K | Hold |
3,392
| – | – | ﹤0.01% | 470 |
|
|
2024
Q1 | $34.7K | Buy |
3,392
+43
| +1% | +$440 | ﹤0.01% | 506 |
|
|
2023
Q4 | $28.8K | Buy |
3,349
+390
| +13% | +$3.36K | ﹤0.01% | 511 |
|
|
2023
Q3 | $25.1K | Hold |
2,959
| – | – | ﹤0.01% | 495 |
|
|
2023
Q2 | $21.8K | Buy |
2,959
+81
| +3% | +$597 | ﹤0.01% | 528 |
|
|
2023
Q1 | $18.4K | Sell |
2,878
-37
| -1% | -$236 | ﹤0.01% | 557 |
|
|
2022
Q4 | $19.4K | Sell |
2,915
-13,130
| -82% | -$87.6K | ﹤0.01% | 540 |
|
|
2022
Q3 | $72K | Buy |
16,045
+2,392
| +18% | +$10.7K | 0.01% | 322 |
|
|
2022
Q2 | $73K | Sell |
13,653
-1,567
| -10% | -$8.38K | 0.01% | 334 |
|
|
2022
Q1 | $94K | Sell |
15,220
-269
| -2% | -$1.66K | 0.01% | 312 |
|
|
2021
Q4 | $85K | Buy |
15,489
+987
| +7% | +$5.42K | 0.01% | 336 |
|
|
2021
Q3 | $86K | Hold |
14,502
| – | – | 0.01% | 336 |
|
|
2021
Q2 | $79K | Hold |
14,502
| – | – | 0.01% | 239 |
|
|
2021
Q1 | $78K | Hold |
14,502
| – | – | 0.02% | 213 |
|
|
2020
Q4 | $64K | Hold |
14,502
| – | – | 0.01% | 225 |
|
|
2020
Q3 | $58K | Hold |
14,502
| – | – | 0.01% | 216 |
|
|
2020
Q2 | $57K | Hold |
14,502
| – | – | 0.01% | 218 |
|
|
2020
Q1 | $53K | Hold |
14,502
| – | – | 0.02% | 216 |
|
|
2019
Q4 | $79K | Hold |
14,502
| – | – | 0.02% | 210 |
|
|
2019
Q3 | $74K | Hold |
14,502
| – | – | 0.02% | 212 |
|
|
2019
Q2 | $69K | Buy |
14,502
+416
| +3% | +$1.98K | 0.02% | 218 |
|
|
2019
Q1 | $70K | Buy |
14,086
+820
| +6% | +$4.08K | 0.02% | 207 |
|
|
2018
Q4 | $65K | Hold |
13,266
| – | – | 0.02% | 204 |
|
|
2018
Q3 | $82K | Buy |
13,266
+762
| +6% | +$4.71K | 0.02% | 213 |
|
|
2018
Q2 | $71K | Buy |
12,504
+2,209
| +21% | +$12.5K | 0.02% | 217 |
|
|
2018
Q1 | $68K | Sell |
10,295
-2,131
| -17% | -$14.1K | 0.02% | 225 |
|
|
2017
Q4 | $90K | Hold |
12,426
| – | – | 0.02% | 203 |
|
|
2017
Q3 | $80K | Hold |
12,426
| – | – | 0.02% | 201 |
|
|
2017
Q2 | $84K | Sell |
12,426
-133
| -1% | -$899 | 0.02% | 180 |
|
|
2017
Q1 | $77K | Hold |
12,559
| – | – | 0.02% | 188 |
|
|
2016
Q4 | $77K | Hold |
12,559
| – | – | 0.02% | 188 |
|
|
2016
Q3 | $63K | Hold |
12,559
| – | – | 0.02% | 216 |
|
|
2016
Q2 | $56K | Buy |
12,559
+2,480
| +25% | +$11.1K | 0.02% | 243 |
|
|
2016
Q1 | $46K | Buy |
10,079
+3,744
| +59% | +$17.1K | 0.01% | 243 |
|
|
2015
Q4 | $39K | Sell |
6,335
-7,350
| -54% | -$45.2K | 0.01% | 266 |
|
|
2015
Q3 | $83K | Buy |
13,685
+790
| +6% | +$4.79K | 0.04% | 168 |
|
|
2015
Q2 | $93K | Hold |
12,895
| – | – | 0.05% | 131 |
|
|
2015
Q1 | $80K | Hold |
12,895
| – | – | 0.04% | 140 |
|
|
2014
Q4 | $71K | Hold |
12,895
| – | – | 0.01% | 153 |
|
|
2014
Q3 | $72K | Hold |
12,895
| – | – | 0.01% | 151 |
|
|
2014
Q2 | $79K | Buy |
12,895
+260
| +2% | +$1.59K | 0.01% | 141 |
|
|
2014
Q1 | $70K | Hold |
12,635
| – | – | 0.04% | 111 |
|
|
2013
Q4 | $84K | Sell |
12,635
-620
| -5% | -$4.12K | 0.04% | 128 |
|
|
2013
Q3 | $85K | Buy |
13,255
+620
| +5% | +$3.98K | 0.04% | 123 |
|
|
2013
Q2 | $78.5K | Buy |
+12,635
| New | +$78.5K | 0.04% | 112 |
|