SW
SVB Wealth’s Mitsubishi UFJ Financial MUFG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $159K | Buy |
+11,575
| New | +$159K | 0.01% | 413 |
|
|
2025
Q1 | – | Sell |
-23,827
| Closed | -$279K | – | 1684 |
|
|
2024
Q4 | $279K | Buy |
+23,827
| New | +$279K | 0.01% | 583 |
|
|
2024
Q3 | – | Sell |
-27,566
| Closed | -$298K | – | 390 |
|
|
2024
Q2 | $298K | Sell |
27,566
-5,189
| -16% | -$56K | 0.01% | 564 |
|
|
2024
Q1 | $335K | Sell |
32,755
-2,947
| -8% | -$30.1K | 0.01% | 596 |
|
|
2023
Q4 | $307K | Buy |
35,702
+2,233
| +7% | +$19.2K | 0.01% | 621 |
|
|
2023
Q3 | $284K | Sell |
33,469
-3,074
| -8% | -$26.1K | 0.01% | 627 |
|
|
2023
Q2 | $269K | Sell |
36,543
-1,954
| -5% | -$14.4K | ﹤0.01% | 725 |
|
|
2023
Q1 | $246K | Sell |
38,497
-368
| -0.9% | -$2.35K | ﹤0.01% | 810 |
|
|
2022
Q4 | $259K | Buy |
38,865
+1,934
| +5% | +$12.9K | ﹤0.01% | 800 |
|
|
2022
Q3 | $167K | Buy |
36,931
+1,295
| +4% | +$5.86K | ﹤0.01% | 877 |
|
|
2022
Q2 | $190K | Buy |
35,636
+62
| +0.2% | +$331 | ﹤0.01% | 690 |
|
|
2022
Q1 | $220K | Sell |
35,574
-1,280
| -3% | -$7.92K | ﹤0.01% | 674 |
|
|
2021
Q4 | $201K | Sell |
36,854
-135,893
| -79% | -$741K | ﹤0.01% | 710 |
|
|
2021
Q3 | $1.03M | Buy |
172,747
+67,824
| +65% | +$402K | 0.01% | 385 |
|
|
2021
Q2 | $569K | Buy |
104,923
+57,793
| +123% | +$313K | 0.01% | 542 |
|
|
2021
Q1 | $253K | Buy |
47,130
+6,338
| +16% | +$34K | ﹤0.01% | 758 |
|
|
2020
Q4 | $180K | Buy |
40,792
+11,382
| +39% | +$50.2K | ﹤0.01% | 756 |
|
|
2020
Q3 | $118K | Buy |
29,410
+542
| +2% | +$2.18K | ﹤0.01% | 668 |
|
|
2020
Q2 | $113K | Buy |
+28,868
| New | +$113K | ﹤0.01% | 569 |
|
|
2020
Q1 | – | Sell |
-18,148
| Closed | -$98K | – | 652 |
|
|
2019
Q4 | $98K | Buy |
+18,148
| New | +$98K | ﹤0.01% | 594 |
|