West Family Investments’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 | $902K | Buy |
65,742
+47,093
| +253% | +$646K | 0.24% | 87 |
|
|
2025
Q1 | $254K | Sell |
18,649
-33,090
| -64% | -$451K | 0.1% | 195 |
|
|
2024
Q4 | $606K | Hold |
51,739
| – | – | 0.21% | 93 |
|
|
2024
Q3 | $527K | Buy |
51,739
+3,613
| +8% | +$36.8K | 0.18% | 116 |
|
|
2024
Q2 | $520K | Sell |
48,126
-27
| -0.1% | -$292 | 0.16% | 105 |
|
|
2024
Q1 | $493K | Buy |
48,153
+401
| +0.8% | +$4.1K | 0.15% | 112 |
|
|
2023
Q4 | $411K | Hold |
47,752
| – | – | 0.14% | 117 |
|
|
2023
Q3 | $405K | Buy |
47,752
+1,045
| +2% | +$8.87K | 0.14% | 114 |
|
|
2023
Q2 | $344K | Sell |
46,707
-242
| -0.5% | -$1.78K | 0.13% | 138 |
|
|
2023
Q1 | $300K | Hold |
46,949
| – | – | 0.12% | 130 |
|
|
2022
Q4 | $313K | Buy |
46,949
+35,412
| +307% | +$236K | 0.11% | 155 |
|
|
2022
Q3 | $52K | Sell |
11,537
-57,864
| -83% | -$261K | 0.02% | 218 |
|
|
2022
Q2 | $371K | Buy |
69,401
+11,560
| +20% | +$61.8K | 0.15% | 123 |
|
|
2022
Q1 | $358K | Buy |
57,841
+10,535
| +22% | +$65.2K | 0.1% | 159 |
|
|
2021
Q4 | $258K | Sell |
47,306
-116,042
| -71% | -$633K | 0.07% | 236 |
|
|
2021
Q3 | $969K | Buy |
163,348
+50,392
| +45% | +$299K | 0.25% | 68 |
|
|
2021
Q2 | $612K | Buy |
+112,956
| New | +$612K | 0.17% | 100 |
|