Orion Portfolio Solutions’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
Q1 | $5.8M | Buy |
425,497
+35,807
| +9% | +$488K | 0.06% | 313 |
|
2024
Q4 | $4.57M | Buy |
389,690
+137,224
| +54% | +$1.61M | 0.05% | 357 |
|
2024
Q3 | $2.57M | Sell |
252,466
-46,068
| -15% | -$469K | 0.03% | 565 |
|
2024
Q2 | $3.22M | Buy |
298,534
+16,257
| +6% | +$176K | 0.03% | 440 |
|
2024
Q1 | $2.89M | Sell |
282,277
-9,420
| -3% | -$96.4K | 0.03% | 496 |
|
2023
Q4 | $2.59M | Sell |
291,697
-10,968
| -4% | -$97.5K | 0.03% | 514 |
|
2023
Q3 | $2.57M | Sell |
302,665
-16,317
| -5% | -$139K | 0.03% | 503 |
|
2023
Q2 | $2.35M | Sell |
318,982
-32,484
| -9% | -$239K | 0.03% | 579 |
|
2023
Q1 | $2.25M | Buy |
+351,466
| New | +$2.25M | 0.03% | 544 |
|