Windward Capital Management’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 | $260K | Sell |
18,918
-149
| -0.8% | -$2.04K | 0.02% | 70 |
|
|
2025
Q1 | $260K | Sell |
19,067
-910
| -5% | -$12.4K | 0.02% | 70 |
|
|
2024
Q4 | $234K | Sell |
19,977
-1,889
| -9% | -$22.1K | 0.02% | 84 |
|
|
2024
Q3 | $223K | Sell |
21,866
-271
| -1% | -$2.76K | 0.02% | 83 |
|
|
2024
Q2 | $239K | Sell |
22,137
-3,393
| -13% | -$36.6K | 0.02% | 72 |
|
|
2024
Q1 | $261K | Sell |
25,530
-6
| -0% | -$61 | 0.02% | 73 |
|
|
2023
Q4 | $220K | Sell |
25,536
-77
| -0.3% | -$663 | 0.02% | 61 |
|
|
2023
Q3 | $217K | Sell |
25,613
-7,343
| -22% | -$62.2K | 0.02% | 61 |
|
|
2023
Q2 | $243K | Hold |
32,956
| – | – | 0.02% | 77 |
|
|
2023
Q1 | $211K | Buy |
+32,956
| New | +$211K | 0.02% | 78 |
|