LWAM
Legacy Wealth Asset Management’s Mitsubishi UFJ Financial MUFG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.96M | Sell |
142,605
-74,199
| -34% | -$1.02M | 0.5% | 49 |
|
|
2025
Q1 | $2.96M | Sell |
216,804
-12,603
| -5% | -$172K | 0.82% | 15 |
|
|
2024
Q4 | $2.69M | Sell |
229,407
-5,803
| -2% | -$68K | 0.73% | 20 |
|
|
2024
Q3 | $2.39M | Buy |
235,210
+291
| +0.1% | +$2.96K | 0.64% | 28 |
|
|
2024
Q2 | $2.54M | Sell |
234,919
-9,241
| -4% | -$99.8K | 0.72% | 19 |
|
|
2024
Q1 | $2.5M | Sell |
244,160
-1,340
| -0.5% | -$13.7K | 0.7% | 22 |
|
|
2023
Q4 | $2.11M | Buy |
245,500
+28,389
| +13% | +$244K | 0.69% | 29 |
|
|
2023
Q3 | $1.84M | Buy |
217,111
+14,413
| +7% | +$122K | 0.68% | 30 |
|
|
2023
Q2 | $1.49M | Buy |
202,698
+1,152
| +0.6% | +$8.49K | 0.52% | 50 |
|
|
2023
Q1 | $1.29M | Sell |
201,546
-20,560
| -9% | -$131K | 0.46% | 55 |
|
|
2022
Q4 | $1.48M | Sell |
222,106
-80,281
| -27% | -$535K | 0.56% | 36 |
|
|
2022
Q3 | $1.36M | Buy |
+302,387
| New | +$1.36M | 0.59% | 37 |
|