Whittier Trust’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 | $2.65M | Buy |
193,270
+19,574
| +11% | +$269K | 0.03% | 260 |
|
|
2025
Q1 | $2.37M | Buy |
173,696
+18,755
| +12% | +$256K | 0.03% | 257 |
|
|
2024
Q4 | $1.82M | Buy |
154,941
+52,006
| +51% | +$610K | 0.02% | 292 |
|
|
2024
Q3 | $1.05M | Buy |
102,935
+18,495
| +22% | +$188K | 0.01% | 377 |
|
|
2024
Q2 | $912K | Buy |
84,440
+12,136
| +17% | +$131K | 0.01% | 373 |
|
|
2024
Q1 | $740K | Buy |
72,304
+22,446
| +45% | +$230K | 0.01% | 419 |
|
|
2023
Q4 | $429K | Buy |
49,858
+48,361
| +3,231% | +$416K | 0.01% | 505 |
|
|
2023
Q3 | $12.7K | Hold |
1,497
| – | – | ﹤0.01% | 1213 |
|
|
2023
Q2 | $11K | Buy |
+1,497
| New | +$11K | ﹤0.01% | 1253 |
|
|
2020
Q3 | – | Sell |
-1,000
| Closed | -$4K | – | 1477 |
|
|
2020
Q2 | $4K | Hold |
1,000
| – | – | ﹤0.01% | 1197 |
|
|
2020
Q1 | $4K | Buy |
+1,000
| New | +$4K | ﹤0.01% | 1256 |
|
|
2017
Q4 | – | Sell |
-2,079
| Closed | -$13K | – | 1331 |
|
|
2017
Q3 | $13K | Buy |
+2,079
| New | +$13K | ﹤0.01% | 985 |
|
|
2017
Q2 | – | Sell |
-656
| Closed | -$4K | – | 1300 |
|
|
2017
Q1 | $4K | Buy |
+656
| New | +$4K | ﹤0.01% | 1191 |
|