Rothschild Investment LLC’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 | $84.4K | Buy |
6,150
+77
| +1% | +$1.06K | 0.01% | 677 |
|
|
2025
Q1 | $82.8K | Sell |
6,073
-999
| -14% | -$13.6K | 0.01% | 673 |
|
|
2024
Q4 | $82.9K | Buy |
7,072
+190
| +3% | +$2.23K | 0.01% | 676 |
|
|
2024
Q3 | $70.1K | Buy |
6,882
+575
| +9% | +$5.85K | ﹤0.01% | 724 |
|
|
2024
Q2 | $68.1K | Buy |
6,307
+2,394
| +61% | +$25.9K | ﹤0.01% | 697 |
|
|
2024
Q1 | $40K | Buy |
3,913
+372
| +11% | +$3.81K | ﹤0.01% | 776 |
|
|
2023
Q4 | $30.5K | Buy |
+3,541
| New | +$30.5K | ﹤0.01% | 759 |
|
|
2017
Q1 | – | Sell |
-10,000
| Closed | -$62K | – | 494 |
|
|
2016
Q4 | $62K | Hold |
10,000
| – | – | 0.01% | 458 |
|
|
2016
Q3 | $50K | Sell |
10,000
-8,600
| -46% | -$43K | 0.01% | 463 |
|
|
2016
Q2 | $82K | Hold |
18,600
| – | – | 0.01% | 465 |
|
|
2016
Q1 | $85K | Hold |
18,600
| – | – | 0.01% | 458 |
|
|
2015
Q4 | $116K | Sell |
18,600
-4,150
| -18% | -$25.9K | 0.01% | 454 |
|
|
2015
Q3 | $139K | Sell |
22,750
-5,750
| -20% | -$35.1K | 0.02% | 448 |
|
|
2015
Q2 | $206K | Hold |
28,500
| – | – | 0.02% | 454 |
|
|
2015
Q1 | $177K | Sell |
28,500
-20,500
| -42% | -$127K | 0.02% | 460 |
|
|
2014
Q4 | $271K | Buy |
49,000
+24,000
| +96% | +$133K | 0.03% | 391 |
|
|
2014
Q3 | $140K | Buy |
25,000
+1,950
| +8% | +$10.9K | 0.02% | 466 |
|
|
2014
Q2 | $142K | Buy |
+23,050
| New | +$142K | 0.02% | 399 |
|