Carson Wealth (CWM LLC)’s Mitsubishi UFJ Financial MUFG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $17K | Buy |
1,213
+39
| +3% | +$547 | ﹤0.01% | 4005 |
|
|
2025
Q1 | $16K | Sell |
1,174
-224
| -16% | -$3.05K | ﹤0.01% | 3831 |
|
|
2024
Q4 | $16K | Buy |
1,398
+65
| +5% | +$744 | ﹤0.01% | 3590 |
|
|
2024
Q3 | $14K | Sell |
1,333
-56
| -4% | -$588 | ﹤0.01% | 3589 |
|
|
2024
Q2 | $15K | Buy |
1,389
+482
| +53% | +$5.21K | ﹤0.01% | 3302 |
|
|
2024
Q1 | $9K | Buy |
907
+284
| +46% | +$2.82K | ﹤0.01% | 3408 |
|
|
2023
Q4 | $5K | Hold |
623
| – | – | ﹤0.01% | 3523 |
|
|
2023
Q3 | $5K | Sell |
623
-491
| -44% | -$3.94K | ﹤0.01% | 3471 |
|
|
2023
Q2 | $8K | Hold |
1,114
| – | – | ﹤0.01% | 3212 |
|
|
2023
Q1 | $7K | Sell |
1,114
-1,118
| -50% | -$7.03K | ﹤0.01% | 3145 |
|
|
2022
Q4 | $15K | Buy |
2,232
+1,609
| +258% | +$10.8K | ﹤0.01% | 2564 |
|
|
2022
Q3 | $3K | Sell |
623
-1,620
| -72% | -$7.8K | ﹤0.01% | 3325 |
|
|
2022
Q2 | $12K | Buy |
2,243
+950
| +73% | +$5.08K | ﹤0.01% | 2466 |
|
|
2022
Q1 | $8K | Buy |
1,293
+272
| +27% | +$1.68K | ﹤0.01% | 2622 |
|
|
2021
Q4 | $6K | Buy |
+1,021
| New | +$6K | ﹤0.01% | 2640 |
|
|
2021
Q2 | $4K | Hold |
670
| – | – | ﹤0.01% | 2435 |
|
|
2021
Q1 | $4K | Hold |
670
| – | – | ﹤0.01% | 2435 |
|
|
2020
Q4 | $4K | Hold |
670
| – | – | ﹤0.01% | 2435 |
|
|
2020
Q3 | $4K | Hold |
670
| – | – | ﹤0.01% | 2435 |
|
|
2020
Q2 | $4K | Hold |
670
| – | – | ﹤0.01% | 2435 |
|
|
2020
Q1 | $4K | Hold |
670
| – | – | ﹤0.01% | 2435 |
|
|
2019
Q4 | $4K | Hold |
670
| – | – | ﹤0.01% | 2435 |
|
|
2019
Q3 | $4K | Hold |
670
| – | – | ﹤0.01% | 2435 |
|
|
2019
Q2 | $4K | Hold |
670
| – | – | ﹤0.01% | 2435 |
|
|
2019
Q1 | $4K | Buy |
670
+582
| +661% | +$3.48K | ﹤0.01% | 2435 |
|
|
2018
Q4 | $0 | Sell |
88
-155
| -64% | – | ﹤0.01% | 2190 |
|
|
2018
Q3 | $2K | Buy |
+243
| New | +$2K | ﹤0.01% | 1535 |
|
|
2018
Q1 | – | Sell |
-905
| Closed | -$7K | – | 1495 |
|
|
2017
Q4 | $7K | Sell |
905
-278
| -23% | -$2.15K | ﹤0.01% | 985 |
|
|
2017
Q3 | $8K | Buy |
+1,183
| New | +$8K | ﹤0.01% | 950 |
|