Pinnacle Wealth Planning Services’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 | $417K | Sell |
30,362
-381
| -1% | -$5.23K | 0.05% | 230 |
|
|
2025
Q1 | $419K | Buy |
30,743
+243
| +0.8% | +$3.31K | 0.06% | 193 |
|
|
2024
Q4 | $357K | Sell |
30,500
-14,345
| -32% | -$168K | 0.05% | 216 |
|
|
2024
Q3 | $457K | Hold |
44,845
| – | – | 0.06% | 204 |
|
|
2024
Q2 | $484K | Hold |
44,845
| – | – | 0.07% | 185 |
|
|
2024
Q1 | $459K | Hold |
44,845
| – | – | 0.07% | 204 |
|
|
2023
Q4 | $386K | Hold |
44,845
| – | – | 0.06% | 216 |
|
|
2023
Q3 | $381K | Hold |
44,845
| – | – | 0.06% | 207 |
|
|
2023
Q2 | $331K | Sell |
44,845
-549
| -1% | -$4.05K | 0.05% | 242 |
|
|
2023
Q1 | $290K | Hold |
45,394
| – | – | 0.05% | 280 |
|
|
2022
Q4 | $303K | Sell |
45,394
-130
| -0.3% | -$867 | 0.05% | 263 |
|
|
2022
Q3 | $205K | Hold |
45,524
| – | – | 0.04% | 323 |
|
|
2022
Q2 | $243K | Hold |
45,524
| – | – | 0.04% | 291 |
|
|
2022
Q1 | $282K | Hold |
45,524
| – | – | 0.05% | 277 |
|
|
2021
Q4 | $248K | Hold |
45,524
| – | – | 0.05% | 297 |
|
|
2021
Q3 | $270K | Hold |
45,524
| – | – | 0.06% | 257 |
|
|
2021
Q2 | $247K | Hold |
45,524
| – | – | 0.06% | 267 |
|
|
2021
Q1 | $245K | Sell |
45,524
-72
| -0.2% | -$387 | 0.06% | 254 |
|
|
2020
Q4 | $202K | Sell |
45,596
-4,399
| -9% | -$19.5K | 0.05% | 276 |
|
|
2020
Q3 | $201K | Buy |
49,995
+1,803
| +4% | +$7.25K | 0.07% | 238 |
|
|
2020
Q2 | $190K | Buy |
+48,192
| New | +$190K | 0.06% | 228 |
|
|
2020
Q1 | – | Sell |
-25,086
| Closed | -$136K | – | 255 |
|
|
2019
Q4 | $136K | Buy |
25,086
+4,216
| +20% | +$22.9K | 0.06% | 231 |
|
|
2019
Q3 | $106K | Buy |
+20,870
| New | +$106K | 0.06% | 198 |
|