AssetMark Inc’s Mitsubishi UFJ Financial MUFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $592K | Sell |
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|
2025
Q1 | $590K | Sell |
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|
2024
Q4 | $526K | Sell |
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|
2024
Q3 | $469K | Buy |
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|
2024
Q2 | $454K | Buy |
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|
2024
Q1 | $355K | Buy |
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|
2023
Q4 | $297K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $42K | Sell |
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|
2017
Q4 | $103K | Sell |
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|
2017
Q3 | $113K | Buy |
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|
2017
Q2 | $57K | Buy |
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|
2017
Q1 | $45K | Buy |
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|
2016
Q4 | $42K | Sell |
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|
2016
Q3 | $34K | Sell |
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|
2016
Q2 | $32K | Buy |
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|
2016
Q1 | $19K | Buy |
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|
2015
Q4 | $12K | Sell |
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|
2015
Q3 | $1.04M | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $1.74M | Sell |
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|
2014
Q3 | $1.93M | Buy |
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|
2014
Q2 | $1.73M | Buy |
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