Sequoia Financial 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 | $725K | Buy |
52,863
+4,733
| +10% | +$64.9K | 0.01% | 823 |
|
|
2025
Q1 | $656K | Sell |
48,130
-762
| -2% | -$10.4K | 0.01% | 757 |
|
|
2024
Q4 | $573K | Buy |
48,892
+401
| +0.8% | +$4.7K | 0.01% | 751 |
|
|
2024
Q3 | $494K | Sell |
48,491
-5,576
| -10% | -$56.8K | 0.01% | 749 |
|
|
2024
Q2 | $584K | Sell |
54,067
-7,650
| -12% | -$82.6K | 0.01% | 635 |
|
|
2024
Q1 | $631K | Buy |
61,717
+4,035
| +7% | +$41.3K | 0.01% | 608 |
|
|
2023
Q4 | $497K | Buy |
57,682
+10,935
| +23% | +$94.2K | 0.01% | 729 |
|
|
2023
Q3 | $397K | Sell |
46,747
-162
| -0.3% | -$1.38K | 0.01% | 582 |
|
|
2023
Q2 | $346K | Buy |
46,909
+2,238
| +5% | +$16.5K | 0.01% | 645 |
|
|
2023
Q1 | $285K | Sell |
44,671
-6,177
| -12% | -$39.5K | 0.01% | 644 |
|
|
2022
Q4 | $339K | Buy |
50,848
+19,266
| +61% | +$129K | 0.01% | 546 |
|
|
2022
Q3 | $142K | Sell |
31,582
-8,816
| -22% | -$39.6K | ﹤0.01% | 501 |
|
|
2022
Q2 | $216K | Buy |
40,398
+3,314
| +9% | +$17.7K | 0.01% | 525 |
|
|
2022
Q1 | $230K | Buy |
37,084
+10,037
| +37% | +$62.3K | 0.01% | 579 |
|
|
2021
Q4 | $148K | Buy |
+27,047
| New | +$148K | ﹤0.01% | 563 |
|
|
2021
Q3 | – | Sell |
-14,237
| Closed | -$77K | – | 383 |
|
|
2021
Q2 | $77K | Sell |
14,237
-7
| -0% | -$38 | ﹤0.01% | 470 |
|
|
2021
Q1 | $77K | Sell |
14,244
-24
| -0.2% | -$130 | ﹤0.01% | 436 |
|
|
2020
Q4 | $63K | Buy |
+14,268
| New | +$63K | ﹤0.01% | 411 |
|