Montag & Associates’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 | $10.5K | Hold |
764
| – | – | ﹤0.01% | 737 |
|
|
2025
Q1 | $10.4K | Sell |
764
-241
| -24% | -$3.29K | ﹤0.01% | 784 |
|
|
2024
Q4 | $11.8K | Hold |
1,005
| – | – | ﹤0.01% | 768 |
|
|
2024
Q3 | $10.2K | Hold |
1,005
| – | – | ﹤0.01% | 804 |
|
|
2024
Q2 | $10.9K | Sell |
1,005
-206
| -17% | -$2.23K | ﹤0.01% | 765 |
|
|
2024
Q1 | $12.4K | Sell |
1,211
-209
| -15% | -$2.14K | ﹤0.01% | 743 |
|
|
2023
Q4 | $12.2K | Hold |
1,420
| – | – | ﹤0.01% | 747 |
|
|
2023
Q3 | $12.1K | Sell |
1,420
-273
| -16% | -$2.32K | ﹤0.01% | 712 |
|
|
2023
Q2 | $12.5K | Hold |
1,693
| – | – | ﹤0.01% | 718 |
|
|
2023
Q1 | $10.8K | Sell |
1,693
-26
| -2% | -$166 | ﹤0.01% | 730 |
|
|
2022
Q4 | $11.5K | Buy |
+1,719
| New | +$11.5K | ﹤0.01% | 722 |
|