Portside Wealth Group’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 | $685K | Buy |
49,951
+1,153
| +2% | +$15.8K | 0.1% | 203 |
|
|
2025
Q1 | $665K | Buy |
48,798
+6,759
| +16% | +$92.1K | 0.11% | 198 |
|
|
2024
Q4 | $493K | Buy |
42,039
+11,946
| +40% | +$140K | 0.08% | 229 |
|
|
2024
Q3 | $306K | Buy |
30,093
+351
| +1% | +$3.57K | 0.05% | 303 |
|
|
2024
Q2 | $321K | Sell |
29,742
-112
| -0.4% | -$1.21K | 0.06% | 262 |
|
|
2024
Q1 | $305K | Sell |
29,854
-1,428
| -5% | -$14.6K | 0.06% | 274 |
|
|
2023
Q4 | $269K | Sell |
31,282
-2,621
| -8% | -$22.6K | 0.05% | 283 |
|
|
2023
Q3 | $290K | Sell |
33,903
-623
| -2% | -$5.33K | 0.05% | 255 |
|
|
2023
Q2 | $254K | Buy |
+34,526
| New | +$254K | 0.05% | 286 |
|