Valeo 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 | $640K | Buy |
46,665
+2,709
| +6% | +$37.2K | 0.02% | 393 |
|
|
2025
Q1 | $599K | Buy |
43,956
+6,745
| +18% | +$91.9K | 0.02% | 365 |
|
|
2024
Q4 | $436K | Hold |
37,211
| – | – | 0.01% | 435 |
|
|
2024
Q3 | $379K | Buy |
37,211
+305
| +0.8% | +$3.11K | 0.01% | 469 |
|
|
2024
Q2 | $399K | Sell |
36,906
-33
| -0.1% | -$356 | 0.01% | 451 |
|
|
2024
Q1 | $372K | Buy |
36,939
+2,049
| +6% | +$20.6K | 0.01% | 448 |
|
|
2023
Q4 | $300K | Buy |
34,890
+386
| +1% | +$3.32K | 0.01% | 487 |
|
|
2023
Q3 | $293K | Buy |
34,504
+535
| +2% | +$4.54K | 0.01% | 466 |
|
|
2023
Q2 | $250K | Buy |
33,969
+2,878
| +9% | +$21.2K | 0.01% | 476 |
|
|
2023
Q1 | $199K | Buy |
31,091
+11,045
| +55% | +$70.6K | 0.01% | 554 |
|
|
2022
Q4 | $134K | Buy |
+20,046
| New | +$134K | 0.01% | 503 |
|
|
2021
Q2 | – | Sell |
-4,562
| Closed | -$25K | – | 1232 |
|
|
2021
Q1 | $25K | Sell |
4,562
-1,601
| -26% | -$8.77K | ﹤0.01% | 1040 |
|
|
2020
Q4 | $27K | Buy |
6,163
+4,562
| +285% | +$20K | ﹤0.01% | 931 |
|
|
2020
Q3 | $6K | Sell |
1,601
-159
| -9% | -$596 | ﹤0.01% | 1175 |
|
|
2020
Q2 | $7K | Buy |
1,760
+376
| +27% | +$1.5K | ﹤0.01% | 1334 |
|
|
2020
Q1 | $5K | Sell |
1,384
-108
| -7% | -$390 | ﹤0.01% | 1258 |
|
|
2019
Q4 | $8K | Hold |
1,492
| – | – | ﹤0.01% | 1155 |
|
|
2019
Q3 | $8K | Buy |
1,492
+41
| +3% | +$220 | ﹤0.01% | 1075 |
|
|
2019
Q2 | $7K | Hold |
1,451
| – | – | ﹤0.01% | 1112 |
|
|
2019
Q1 | $7K | Buy |
1,451
+786
| +118% | +$3.79K | ﹤0.01% | 1051 |
|
|
2018
Q4 | $3K | Sell |
665
-785
| -54% | -$3.54K | ﹤0.01% | 1204 |
|
|
2018
Q3 | $9K | Hold |
1,450
| – | – | ﹤0.01% | 993 |
|
|
2018
Q2 | $8K | Buy |
1,450
+110
| +8% | +$607 | ﹤0.01% | 1012 |
|
|
2018
Q1 | $9K | Hold |
1,340
| – | – | ﹤0.01% | 959 |
|
|
2017
Q4 | $10K | Hold |
1,340
| – | – | ﹤0.01% | 837 |
|
|
2017
Q3 | $9K | Buy |
+1,340
| New | +$9K | ﹤0.01% | 724 |
|