Private Trust Company’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
$36K Hold
2,623
﹤0.01% 1346
2025
Q1
$35.8K Buy
2,623
+754
+40% +$10.3K ﹤0.01% 1325
2024
Q4
$21.9K Buy
+1,869
New +$21.9K ﹤0.01% 1459
2014
Q4
Sell
-2,684
Closed -$15K 860
2014
Q3
$15K Sell
2,684
-891
-25% -$4.98K 0.01% 943
2014
Q2
$22K Buy
3,575
+955
+36% +$5.88K 0.01% 805
2014
Q1
$15K Sell
2,620
-3
-0.1% -$17 0.01% 827
2013
Q4
$18K Buy
2,623
+322
+14% +$2.21K 0.01% 747
2013
Q3
$15K Hold
2,301
0.01% 761
2013
Q2
$14K Buy
+2,301
New +$14K 0.01% 743