Waverly 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 | $256K | Buy |
18,655
+3,365
| +22% | +$46.2K | ﹤0.01% | 1030 |
|
|
2025
Q1 | $208K | Buy |
15,290
+2,358
| +18% | +$32.1K | ﹤0.01% | 1042 |
|
|
2024
Q4 | $152K | Buy |
+12,932
| New | +$152K | ﹤0.01% | 948 |
|
|
2014
Q1 | – | Sell |
-1,546
| Closed | -$10K | – | 790 |
|
|
2013
Q4 | $10K | Hold |
1,546
| – | – | ﹤0.01% | 557 |
|
|
2013
Q3 | $10K | Buy |
+1,546
| New | +$10K | 0.01% | 439 |
|