Valeo Financial Advisors’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 | $640K | Buy |
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|
2025
Q1 | $599K | Buy |
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|
2024
Q4 | $436K | Hold |
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|
2024
Q3 | $379K | Buy |
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|
2024
Q2 | $399K | Sell |
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|
2024
Q1 | $372K | Buy |
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|
2023
Q4 | $300K | Buy |
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|
2023
Q3 | $293K | Buy |
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|
2023
Q2 | $250K | Buy |
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|
2023
Q1 | $199K | Buy |
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|
2022
Q4 | $134K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $25K | Sell |
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|
2020
Q4 | $27K | Buy |
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|
2020
Q3 | $6K | Sell |
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|
2020
Q2 | $7K | Buy |
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|
2020
Q1 | $5K | Sell |
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|
2019
Q4 | $8K | Hold |
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|
2019
Q3 | $8K | Buy |
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|
2019
Q2 | $7K | Hold |
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|
2019
Q1 | $7K | Buy |
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|
2018
Q4 | $3K | Sell |
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|
2018
Q3 | $9K | Hold |
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|
2018
Q2 | $8K | Buy |
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|
2018
Q1 | $9K | Hold |
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|
2017
Q4 | $10K | Hold |
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|
2017
Q3 | $9K | Buy |
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