Resonant Capital 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 | $425K | Buy |
30,523
+5,836
| +24% | +$81.3K | 0.03% | 263 |
|
|
2025
Q1 | $336K | Buy |
24,687
+3,731
| +18% | +$50.9K | 0.02% | 265 |
|
|
2024
Q4 | $246K | Buy |
20,956
+421
| +2% | +$4.93K | 0.02% | 312 |
|
|
2024
Q3 | $209K | Hold |
20,535
| – | – | 0.02% | 339 |
|
|
2024
Q2 | $224K | Buy |
20,535
+102
| +0.5% | +$1.12K | 0.02% | 315 |
|
|
2024
Q1 | $209K | Buy |
20,433
+756
| +4% | +$7.73K | 0.02% | 324 |
|
|
2023
Q4 | $169K | Sell |
19,677
-2,380
| -11% | -$20.5K | 0.02% | 281 |
|
|
2023
Q3 | $187K | Buy |
+22,057
| New | +$187K | 0.02% | 261 |
|
|
2020
Q2 | – | Sell |
-13,985
| Closed | -$51K | – | 184 |
|
|
2020
Q1 | $51K | Sell |
13,985
-368
| -3% | -$1.34K | 0.02% | 185 |
|
|
2019
Q4 | $78K | Buy |
+14,353
| New | +$78K | 0.02% | 202 |
|