Mission Wealth Management’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 | $563K | Buy |
41,044
+6,512
| +19% | +$89.3K | 0.01% | 424 |
|
|
2025
Q1 | $471K | Sell |
34,532
-1,304
| -4% | -$17.8K | 0.01% | 442 |
|
|
2024
Q4 | $420K | Buy |
35,836
+5,545
| +18% | +$65K | 0.01% | 446 |
|
|
2024
Q3 | $308K | Buy |
30,291
+2,715
| +10% | +$27.6K | 0.01% | 520 |
|
|
2024
Q2 | $298K | Buy |
27,576
+6,356
| +30% | +$68.6K | 0.01% | 505 |
|
|
2024
Q1 | $217K | Buy |
21,220
+6,104
| +40% | +$62.4K | 0.01% | 593 |
|
|
2023
Q4 | $130K | Buy |
15,116
+3,015
| +25% | +$26K | ﹤0.01% | 545 |
|
|
2023
Q3 | $103K | Buy |
12,101
+620
| +5% | +$5.26K | ﹤0.01% | 512 |
|
|
2023
Q2 | $84.6K | Buy |
11,481
+905
| +9% | +$6.67K | ﹤0.01% | 515 |
|
|
2023
Q1 | $67.6K | Buy |
+10,576
| New | +$67.6K | ﹤0.01% | 503 |
|
|
2022
Q2 | – | Sell |
-10,023
| Closed | -$62K | – | 507 |
|
|
2022
Q1 | $62K | Hold |
10,023
| – | – | ﹤0.01% | 493 |
|
|
2021
Q4 | $55K | Sell |
10,023
-2,459
| -20% | -$13.5K | ﹤0.01% | 503 |
|
|
2021
Q3 | $74K | Sell |
12,482
-2,025
| -14% | -$12K | ﹤0.01% | 479 |
|
|
2021
Q2 | $79K | Sell |
14,507
-3,979
| -22% | -$21.7K | ﹤0.01% | 471 |
|
|
2021
Q1 | $99K | Sell |
18,486
-900
| -5% | -$4.82K | 0.01% | 434 |
|
|
2020
Q4 | $86K | Buy |
19,386
+6,821
| +54% | +$30.3K | 0.01% | 403 |
|
|
2020
Q3 | $50K | Buy |
+12,565
| New | +$50K | ﹤0.01% | 357 |
|
|
2018
Q3 | – | Sell |
-26,099
| Closed | -$148K | – | 289 |
|
|
2018
Q2 | $148K | Sell |
26,099
-1,225
| -4% | -$6.95K | 0.02% | 257 |
|
|
2018
Q1 | $181K | Hold |
27,324
| – | – | 0.03% | 225 |
|
|
2017
Q4 | $199K | Sell |
27,324
-3,110
| -10% | -$22.7K | 0.03% | 217 |
|
|
2017
Q3 | $196K | Sell |
30,434
-250
| -0.8% | -$1.61K | 0.04% | 192 |
|
|
2017
Q2 | $207K | Sell |
30,684
-875
| -3% | -$5.9K | 0.04% | 177 |
|
|
2017
Q1 | $200K | Sell |
31,559
-1,500
| -5% | -$9.51K | 0.04% | 181 |
|
|
2016
Q4 | $204K | Buy |
+33,059
| New | +$204K | 0.04% | 172 |
|
|
2016
Q3 | – | Sell |
-36,159
| Closed | -$160K | – | 165 |
|
|
2016
Q2 | $160K | Sell |
36,159
-2,900
| -7% | -$12.8K | 0.04% | 154 |
|
|
2016
Q1 | $179K | Buy |
39,059
+3,210
| +9% | +$14.7K | 0.05% | 149 |
|
|
2015
Q4 | $223K | Buy |
35,849
+3,586
| +11% | +$22.3K | 0.06% | 122 |
|
|
2015
Q3 | $196K | Buy |
32,263
+7,700
| +31% | +$46.8K | 0.06% | 129 |
|
|
2015
Q2 | $153K | Buy |
+24,563
| New | +$153K | 0.05% | 134 |
|