Transamerica 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 | $279K | Sell |
20,357
-2,767
| -12% | -$38K | 0.03% | 200 |
|
|
2025
Q1 | $316K | Buy |
23,124
+42
| +0.2% | +$574 | 0.03% | 203 |
|
|
2024
Q4 | $271K | Sell |
23,082
-3,617
| -14% | -$42.5K | 0.03% | 208 |
|
|
2024
Q3 | $272K | Sell |
26,699
-2,439
| -8% | -$24.8K | 0.03% | 211 |
|
|
2024
Q2 | $315K | Hold |
29,138
| – | – | 0.03% | 178 |
|
|
2024
Q1 | $299K | Buy |
29,138
+23,220
| +392% | +$238K | 0.03% | 201 |
|
|
2023
Q4 | $51K | Buy |
5,918
+4,349
| +277% | +$37.5K | 0.01% | 295 |
|
|
2023
Q3 | $14K | Buy |
+1,569
| New | +$14K | ﹤0.01% | 315 |
|