Summit Trail 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 | $516K | Buy |
+36,886
| New | +$516K | 0.01% | 727 |
|
|
2024
Q4 | – | Sell |
-38,689
| Closed | -$394K | – | 630 |
|
|
2024
Q3 | $394K | Buy |
38,689
+9,773
| +34% | +$99.5K | 0.01% | 460 |
|
|
2024
Q2 | $313K | Buy |
+28,916
| New | +$313K | 0.01% | 479 |
|
|
2018
Q2 | – | Sell |
-23,281
| Closed | -$150K | – | 598 |
|
|
2018
Q1 | $150K | Buy |
23,281
+804
| +4% | +$5.18K | 0.03% | 387 |
|
|
2017
Q4 | $178K | Buy |
+22,477
| New | +$178K | 0.02% | 463 |
|