Te Ahumairangi Investment Management’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 | $473K | Buy |
34,454
+11,000
| +47% | +$151K | 0.08% | 84 |
|
|
2025
Q1 | $320K | Sell |
23,454
-12,000
| -34% | -$164K | 0.07% | 83 |
|
|
2024
Q4 | $416K | Sell |
35,454
-39,063
| -52% | -$458K | 0.09% | 79 |
|
|
2024
Q3 | $754K | Buy |
74,517
+28,500
| +62% | +$288K | 0.13% | 79 |
|
|
2024
Q2 | $497K | Sell |
46,017
-64,024
| -58% | -$691K | 0.1% | 83 |
|
|
2024
Q1 | $1.13M | Hold |
110,041
| – | – | 0.2% | 80 |
|
|
2023
Q4 | $947K | Sell |
110,041
-110,754
| -50% | -$953K | 0.18% | 80 |
|
|
2023
Q3 | $1.88M | Sell |
220,795
-15,100
| -6% | -$128K | 0.3% | 79 |
|
|
2023
Q2 | $1.74M | Sell |
235,895
-90,000
| -28% | -$663K | 0.24% | 85 |
|
|
2023
Q1 | $2.08M | Sell |
325,895
-25,874
| -7% | -$165K | 0.3% | 84 |
|
|
2022
Q4 | $2.35M | Hold |
351,769
| – | – | 0.37% | 80 |
|
|
2022
Q3 | $1.58M | Hold |
351,769
| – | – | 0.27% | 82 |
|
|
2022
Q2 | $1.88M | Hold |
351,769
| – | – | 0.28% | 81 |
|
|
2022
Q1 | $2.18M | Sell |
351,769
-92,119
| -21% | -$570K | 0.3% | 80 |
|
|
2021
Q4 | $2.42M | Hold |
443,888
| – | – | 0.31% | 81 |
|
|
2021
Q3 | $2.63M | Sell |
443,888
-30,000
| -6% | -$178K | 0.36% | 82 |
|
|
2021
Q2 | $2.57M | Hold |
473,888
| – | – | 0.34% | 85 |
|
|
2021
Q1 | $2.55M | Sell |
473,888
-49,800
| -10% | -$268K | 0.33% | 90 |
|
|
2020
Q4 | $2.32M | Hold |
523,688
| – | – | 0.32% | 89 |
|
|
2020
Q3 | $2.1M | Buy |
+523,688
| New | +$2.1M | 0.36% | 85 |
|