Kovitz Investment Group Partners’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 | $690K | Sell |
50,275
-1,996
| -4% | -$27.4K | ﹤0.01% | 880 |
|
|
2025
Q1 | $712K | Sell |
52,271
-7,694
| -13% | -$105K | ﹤0.01% | 820 |
|
|
2024
Q4 | $703K | Sell |
59,965
-2,969
| -5% | -$34.8K | ﹤0.01% | 805 |
|
|
2024
Q3 | $605K | Sell |
62,934
-2,794
| -4% | -$26.9K | ﹤0.01% | 720 |
|
|
2024
Q2 | $710K | Sell |
65,728
-25,829
| -28% | -$279K | 0.01% | 604 |
|
|
2024
Q1 | $937K | Buy |
+91,557
| New | +$937K | 0.01% | 419 |
|