Prudent Man Advisors’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 | $199K | Buy |
14,498
+358
| +3% | +$4.91K | 0.06% | 171 |
|
|
2025
Q1 | $193K | Buy |
+14,140
| New | +$193K | 0.07% | 164 |
|
|
2022
Q3 | – | Sell |
-19,190
| Closed | -$102K | – | 174 |
|
|
2022
Q2 | $102K | Sell |
19,190
-2,361
| -11% | -$12.5K | 0.05% | 157 |
|
|
2022
Q1 | $133K | Hold |
21,551
| – | – | 0.05% | 182 |
|
|
2021
Q4 | $118K | Sell |
21,551
-5,625
| -21% | -$30.8K | 0.04% | 183 |
|
|
2021
Q3 | $161K | Hold |
27,176
| – | – | 0.06% | 203 |
|
|
2021
Q2 | $147K | Buy |
27,176
+856
| +3% | +$4.63K | 0.06% | 206 |
|
|
2021
Q1 | $142K | Sell |
26,320
-39
| -0.1% | -$210 | 0.06% | 194 |
|
|
2020
Q4 | $117K | Hold |
26,359
| – | – | 0.05% | 182 |
|
|
2020
Q3 | $106K | Sell |
26,359
-392
| -1% | -$1.58K | 0.06% | 156 |
|
|
2020
Q2 | $105K | Buy |
+26,751
| New | +$105K | 0.09% | 149 |
|