SVB Wealth’s Mitsubishi UFJ Financial MUFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $159K | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $279K | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $298K | Sell |
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|
2024
Q1 | $335K | Sell |
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|
2023
Q4 | $307K | Buy |
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|
2023
Q3 | $284K | Sell |
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|
2023
Q2 | $269K | Sell |
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|
2023
Q1 | $246K | Sell |
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|
2022
Q4 | $259K | Buy |
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|
2022
Q3 | $167K | Buy |
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|
2022
Q2 | $190K | Buy |
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|
2022
Q1 | $220K | Sell |
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|
2021
Q4 | $201K | Sell |
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|
2021
Q3 | $1.02M | Buy |
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|
2021
Q2 | $569K | Buy |
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|
2021
Q1 | $253K | Buy |
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|
2020
Q4 | $180K | Buy |
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|
2020
Q3 | $118K | Buy |
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|
2020
Q2 | $113K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $98K | Buy |
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