Advisors Asset Management’s Mitsubishi UFJ Financial MUFG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $826K | Buy |
60,216
+5,014
| +9% | +$68.8K | 0.01% | 823 |
|
|
2025
Q1 | $752K | Buy |
55,202
+2,280
| +4% | +$31.1K | 0.01% | 834 |
|
|
2024
Q4 | $620K | Buy |
52,922
+1,675
| +3% | +$19.6K | 0.01% | 880 |
|
|
2024
Q3 | $522K | Buy |
51,247
+6,637
| +15% | +$67.6K | 0.01% | 919 |
|
|
2024
Q2 | $482K | Buy |
44,610
+2,341
| +6% | +$25.3K | 0.01% | 910 |
|
|
2024
Q1 | $432K | Sell |
42,269
-436
| -1% | -$4.46K | 0.01% | 955 |
|
|
2023
Q4 | $368K | Buy |
42,705
+1,854
| +5% | +$16K | 0.01% | 986 |
|
|
2023
Q3 | $347K | Buy |
40,851
+1,431
| +4% | +$12.1K | 0.01% | 996 |
|
|
2023
Q2 | $291K | Buy |
39,420
+7,689
| +24% | +$56.7K | 0.01% | 1053 |
|
|
2023
Q1 | $203K | Buy |
31,731
+3,724
| +13% | +$23.8K | ﹤0.01% | 1107 |
|
|
2022
Q4 | $187K | Buy |
28,007
+3,393
| +14% | +$22.6K | ﹤0.01% | 1135 |
|
|
2022
Q3 | $111K | Sell |
24,614
-397
| -2% | -$1.79K | ﹤0.01% | 1242 |
|
|
2022
Q2 | $134K | Sell |
25,011
-4,777
| -16% | -$25.6K | ﹤0.01% | 1237 |
|
|
2022
Q1 | $184K | Sell |
29,788
-1,708
| -5% | -$10.6K | ﹤0.01% | 1247 |
|
|
2021
Q4 | $172K | Buy |
31,496
+4,617
| +17% | +$25.2K | ﹤0.01% | 1267 |
|
|
2021
Q3 | $159K | Sell |
26,879
-935
| -3% | -$5.53K | ﹤0.01% | 1246 |
|
|
2021
Q2 | $151K | Buy |
27,814
+2,822
| +11% | +$15.3K | ﹤0.01% | 1243 |
|
|
2021
Q1 | $134K | Buy |
24,992
+2,454
| +11% | +$13.2K | ﹤0.01% | 1289 |
|
|
2020
Q4 | $100K | Buy |
22,538
+2,935
| +15% | +$13K | ﹤0.01% | 1358 |
|
|
2020
Q3 | $79K | Sell |
19,603
-905
| -4% | -$3.65K | ﹤0.01% | 1350 |
|
|
2020
Q2 | $81K | Sell |
20,508
-2,738
| -12% | -$10.8K | ﹤0.01% | 1338 |
|
|
2020
Q1 | $85K | Buy |
23,246
+3,027
| +15% | +$11.1K | ﹤0.01% | 1251 |
|
|
2019
Q4 | $110K | Buy |
20,219
+44
| +0.2% | +$239 | ﹤0.01% | 1308 |
|
|
2019
Q3 | $102K | Sell |
20,175
-1,524
| -7% | -$7.71K | ﹤0.01% | 1302 |
|
|
2019
Q2 | $103K | Buy |
21,699
+5,337
| +33% | +$25.3K | ﹤0.01% | 1306 |
|
|
2019
Q1 | $81K | Sell |
16,362
-82,635
| -83% | -$409K | ﹤0.01% | 1557 |
|
|
2018
Q4 | $482K | Sell |
98,997
-89,202
| -47% | -$434K | 0.01% | 989 |
|
|
2018
Q3 | $1.17M | Sell |
188,199
-75,005
| -28% | -$464K | 0.02% | 792 |
|
|
2018
Q2 | $1.49M | Sell |
263,204
-74,152
| -22% | -$419K | 0.03% | 696 |
|
|
2018
Q1 | $2.4M | Sell |
337,356
-3,860
| -1% | -$27.4K | 0.04% | 548 |
|
|
2017
Q4 | $2.48M | Buy |
341,216
+72,855
| +27% | +$530K | 0.04% | 548 |
|
|
2017
Q3 | $1.73M | Buy |
268,361
+34,691
| +15% | +$223K | 0.03% | 652 |
|
|
2017
Q2 | $1.58M | Buy |
233,670
+87,380
| +60% | +$590K | 0.03% | 711 |
|
|
2017
Q1 | $927K | Buy |
146,290
+55,929
| +62% | +$354K | 0.02% | 891 |
|
|
2016
Q4 | $557K | Sell |
90,361
-5
| -0% | -$31 | 0.01% | 1077 |
|
|
2016
Q3 | $456K | Buy |
90,366
+31,243
| +53% | +$158K | 0.01% | 1124 |
|
|
2016
Q2 | $262K | Buy |
59,123
+35,050
| +146% | +$155K | ﹤0.01% | 1284 |
|
|
2016
Q1 | $110K | Sell |
24,073
-1,120
| -4% | -$5.12K | ﹤0.01% | 1437 |
|
|
2015
Q4 | $157K | Sell |
25,193
-4,640
| -16% | -$28.9K | ﹤0.01% | 1442 |
|
|
2015
Q3 | $182K | Buy |
+29,833
| New | +$182K | ﹤0.01% | 1396 |
|
|
2015
Q1 | – | Sell |
-18,238
| Closed | -$101K | – | 1822 |
|
|
2014
Q4 | $101K | Sell |
18,238
-31,522
| -63% | -$175K | ﹤0.01% | 1494 |
|
|
2014
Q3 | $279K | Sell |
49,760
-36,956
| -43% | -$207K | ﹤0.01% | 1212 |
|
|
2014
Q2 | $533K | Sell |
86,716
-66,037
| -43% | -$406K | 0.01% | 1018 |
|
|
2014
Q1 | $846K | Sell |
152,753
-34,829
| -19% | -$193K | 0.01% | 818 |
|
|
2013
Q4 | $1.25M | Buy |
187,582
+16,866
| +10% | +$113K | 0.02% | 676 |
|
|
2013
Q3 | $1.09M | Buy |
170,716
+13,841
| +9% | +$88.7K | 0.02% | 643 |
|
|
2013
Q2 | $974K | Buy |
+156,875
| New | +$974K | 0.02% | 641 |
|