Mission Wealth Management’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
Q3 | $665K | Buy |
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|
2025
Q2 | $563K | Buy |
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|
2025
Q1 | $471K | Sell |
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|
2024
Q4 | $420K | Buy |
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|
2024
Q3 | $308K | Buy |
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|
2024
Q2 | $298K | Buy |
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|
2024
Q1 | $217K | Buy |
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|
2023
Q4 | $130K | Buy |
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|
2023
Q3 | $103K | Buy |
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|
2023
Q2 | $84.6K | Buy |
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|
2023
Q1 | $67.6K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $62K | Hold |
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|
2021
Q4 | $55K | Sell |
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|
2021
Q3 | $74K | Sell |
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|
2021
Q2 | $79K | Sell |
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|
2021
Q1 | $99K | Sell |
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|
2020
Q4 | $86K | Buy |
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|
2020
Q3 | $50K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $148K | Sell |
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|
2018
Q1 | $181K | Hold |
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|
2017
Q4 | $199K | Sell |
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|
2017
Q3 | $196K | Sell |
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|
2017
Q2 | $207K | Sell |
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|
2017
Q1 | $200K | Sell |
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|
2016
Q4 | $204K | Buy |
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|
2016
Q3 | – | Sell |
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|
2016
Q2 | $160K | Sell |
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|
2016
Q1 | $179K | Buy |
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|
2015
Q4 | $223K | Buy |
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|
2015
Q3 | $196K | Buy |
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|
2015
Q2 | $153K | Buy |
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