SMA
Sage Mountain Advisors’s Mitsubishi UFJ Financial MUFG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $149K | Buy |
10,848
+241
| +2% | +$3.31K | 0.01% | 422 |
|
|
2025
Q1 | $145K | Sell |
10,607
-135
| -1% | -$1.84K | 0.01% | 395 |
|
|
2024
Q4 | $126K | Sell |
10,742
-2,289
| -18% | -$26.8K | 0.01% | 400 |
|
|
2024
Q3 | $133K | Buy |
13,031
+120
| +0.9% | +$1.22K | 0.01% | 406 |
|
|
2024
Q2 | $139K | Buy |
12,911
+2,081
| +19% | +$22.5K | 0.01% | 353 |
|
|
2024
Q1 | $111K | Hold |
10,830
| – | – | 0.01% | 343 |
|
|
2023
Q4 | $93.2K | Buy |
10,830
+522
| +5% | +$4.49K | 0.01% | 295 |
|
|
2023
Q3 | $87.5K | Sell |
10,308
-1,141
| -10% | -$9.69K | 0.01% | 293 |
|
|
2023
Q2 | $84.4K | Hold |
11,449
| – | – | 0.01% | 286 |
|
|
2023
Q1 | $73.2K | Buy |
+11,449
| New | +$73.2K | 0.01% | 275 |
|