MUMSS
Mitsubishi UFJ Morgan Stanley Securities’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-2,200
| Closed | -$128K | – | 32 |
|
|
2024
Q1 | $128K | Buy |
+2,200
| New | +$128K | 4.57% | 6 |
|
|
2023
Q1 | – | Sell |
-210
| Closed | -$9K | – | 188 |
|
|
2022
Q4 | $9K | Sell |
210
-210
| -50% | -$9K | 0.08% | 123 |
|
|
2022
Q3 | $17K | Hold |
420
| – | – | 0.23% | 79 |
|
|
2022
Q2 | $16K | Hold |
420
| – | – | 0.02% | 90 |
|
|
2022
Q1 | $20K | Sell |
420
-1,280
| -75% | -$61K | 0.02% | 80 |
|
|
2021
Q4 | $82K | Sell |
1,700
-820
| -33% | -$39.6K | 0.04% | 62 |
|
|
2021
Q3 | $117K | Buy |
2,520
+1,690
| +204% | +$78.5K | 0.11% | 27 |
|
|
2021
Q2 | $38K | Buy |
+830
| New | +$38K | 0.28% | 64 |
|
|
2014
Q4 | $56K | Hold |
1,030
| – | – | 0.11% | 43 |
|
|
2014
Q3 | $53K | Sell |
1,030
-180
| -15% | -$9.26K | 0.15% | 49 |
|
|
2014
Q2 | $64K | Sell |
1,210
-650
| -35% | -$34.4K | 0.19% | 34 |
|
|
2014
Q1 | $93K | Buy |
1,860
+230
| +14% | +$11.5K | 0.25% | 25 |
|
|
2013
Q4 | $74K | Hold |
1,630
| – | – | 0.12% | 29 |
|
|
2013
Q3 | $67K | Sell |
1,630
-800
| -33% | -$32.9K | 0.11% | 38 |
|
|
2013
Q2 | $100K | Buy |
+2,430
| New | +$100K | 0.33% | 27 |
|