Wallace Advisory Group’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 | $267K | Buy |
19,559
+3,040
| +18% | +$41.4K | 0.19% | 148 |
|
|
2025
Q1 | $194K | Buy |
16,519
+4,879
| +42% | +$57.2K | 0.13% | 180 |
|
|
2024
Q4 | $118K | Sell |
11,640
-528
| -4% | -$5.38K | 0.08% | 178 |
|
|
2024
Q3 | $131K | Hold |
12,168
| – | – | 0.1% | 170 |
|
|
2024
Q2 | $131K | Sell |
12,168
-32
| -0.3% | -$346 | 0.09% | 171 |
|
|
2024
Q1 | $105K | Hold |
12,200
| – | – | 0.08% | 168 |
|
|
2023
Q4 | $104K | Sell |
12,200
-760
| -6% | -$6.45K | 0.08% | 159 |
|
|
2023
Q3 | $95.5K | Sell |
12,960
-437
| -3% | -$3.22K | 0.07% | 168 |
|
|
2023
Q2 | $85.6K | Hold |
13,397
| – | – | 0.07% | 166 |
|
|
2023
Q1 | $85.6K | Buy |
13,397
+4
| +0% | +$26 | 0.07% | 166 |
|
|
2022
Q4 | $89.3K | Buy |
+13,393
| New | +$89.3K | 0.07% | 151 |
|