Naviter Wealth’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 | $3.67M | Buy |
262,612
+10,216
| +4% | +$143K | 0.45% | 49 |
|
|
2025
Q1 | $3.53M | Buy |
252,396
+2,590
| +1% | +$36.2K | 0.43% | 57 |
|
|
2024
Q4 | $2.93M | Sell |
249,806
-28,915
| -10% | -$339K | 0.35% | 71 |
|
|
2024
Q3 | $2.84M | Buy |
278,721
+890
| +0.3% | +$9.06K | 0.39% | 62 |
|
|
2024
Q2 | $3M | Buy |
277,831
+15,623
| +6% | +$169K | 0.45% | 55 |
|
|
2024
Q1 | $2.68M | Buy |
262,208
+31,029
| +13% | +$317K | 0.44% | 60 |
|
|
2023
Q4 | $1.99M | Buy |
231,179
+41,866
| +22% | +$360K | 0.4% | 68 |
|
|
2023
Q3 | $1.61M | Buy |
189,313
+4,780
| +3% | +$40.6K | 0.39% | 64 |
|
|
2023
Q2 | $1.36M | Buy |
184,533
+29,231
| +19% | +$215K | 0.35% | 75 |
|
|
2023
Q1 | $992K | Buy |
155,302
+18,358
| +13% | +$117K | 0.35% | 83 |
|
|
2022
Q4 | $1.01M | Buy |
136,944
+11,559
| +9% | +$85.3K | 0.28% | 89 |
|
|
2022
Q3 | $564K | Buy |
125,385
+8,479
| +7% | +$38.1K | 0.23% | 110 |
|
|
2022
Q2 | $624K | Buy |
+116,906
| New | +$624K | 0.26% | 94 |
|