PDS Planning’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 | $338K | Hold |
24,653
| – | – | 0.03% | 323 |
|
|
2025
Q1 | $336K | Buy |
24,653
+306
| +1% | +$4.17K | 0.03% | 294 |
|
|
2024
Q4 | $285K | Hold |
24,347
| – | – | 0.03% | 306 |
|
|
2024
Q3 | $248K | Sell |
24,347
-369
| -1% | -$3.76K | 0.02% | 351 |
|
|
2024
Q2 | $267K | Sell |
24,716
-35
| -0.1% | -$378 | 0.03% | 291 |
|
|
2024
Q1 | $253K | Buy |
24,751
+369
| +2% | +$3.78K | 0.03% | 300 |
|
|
2023
Q4 | $210K | Hold |
24,382
| – | – | 0.02% | 327 |
|
|
2023
Q3 | $207K | Buy |
24,382
+158
| +0.7% | +$1.34K | 0.03% | 293 |
|
|
2023
Q2 | $179K | Hold |
24,224
| – | – | 0.02% | 311 |
|
|
2023
Q1 | $155K | Buy |
+24,224
| New | +$155K | 0.02% | 278 |
|