Wealth Alliance’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 | $869K | Buy |
63,336
+175
| +0.3% | +$2.4K | 0.1% | 190 |
|
|
2025
Q1 | $861K | Buy |
63,161
+16,265
| +35% | +$222K | 0.1% | 179 |
|
|
2024
Q4 | $550K | Buy |
46,896
+16,933
| +57% | +$198K | 0.07% | 240 |
|
|
2024
Q3 | $305K | Buy |
+29,963
| New | +$305K | 0.04% | 392 |
|
|
2022
Q1 | – | Sell |
-11,212
| Closed | -$61K | – | 470 |
|
|
2021
Q4 | $61K | Buy |
11,212
+442
| +4% | +$2.41K | 0.01% | 443 |
|
|
2021
Q3 | $64K | Buy |
+10,770
| New | +$64K | 0.01% | 426 |
|