Pathstone Family Office’s Mitsubishi UFJ Financial MUFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $311K | Buy |
36,654
+8,510
| +30% | +$72.3K | ﹤0.01% | 1290 |
|
|
2023
Q2 | $209K | Buy |
28,144
+10,615
| +61% | +$78.9K | ﹤0.01% | 1122 |
|
|
2023
Q1 | $112K | Sell |
17,529
-104,323
| -86% | -$667K | ﹤0.01% | 1124 |
|
|
2022
Q4 | $527K | Buy |
121,852
+46,384
| +61% | +$201K | ﹤0.01% | 1067 |
|
|
2022
Q3 | $340K | Buy |
75,468
+64,425
| +583% | +$290K | ﹤0.01% | 1187 |
|
|
2022
Q2 | $60.1K | Buy |
+11,043
| New | +$60.1K | ﹤0.01% | 1014 |
|
|
2022
Q1 | – | Sell |
-10,047
| Closed | -$56K | – | 994 |
|
|
2021
Q4 | $56K | Buy |
+10,047
| New | +$56K | ﹤0.01% | 872 |
|
|
2019
Q2 | – | Sell |
-543
| Closed | -$3K | – | 804 |
|
|
2019
Q1 | $3K | Buy |
+543
| New | +$3K | ﹤0.01% | 698 |
|
|
2018
Q2 | – | Sell |
-605
| Closed | -$4K | – | 266 |
|
|
2018
Q1 | $4K | Buy |
+605
| New | +$4K | ﹤0.01% | 296 |
|