Cerity Partners’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 | $10.7M | Buy |
777,846
+2,292
| +0.3% | +$31.4K | 0.02% | 506 |
|
|
2025
Q1 | $10.6M | Sell |
775,554
-8,443
| -1% | -$115K | 0.02% | 470 |
|
|
2024
Q4 | $8.36M | Sell |
783,997
-34,017
| -4% | -$363K | 0.02% | 543 |
|
|
2024
Q3 | $8.33M | Buy |
818,014
+189,887
| +30% | +$1.93M | 0.02% | 548 |
|
|
2024
Q2 | $6.78M | Sell |
628,127
-184,456
| -23% | -$1.99M | 0.02% | 521 |
|
|
2024
Q1 | $8.31M | Buy |
812,583
+536,100
| +194% | +$5.48M | 0.02% | 508 |
|
|
2023
Q4 | $2.38M | Buy |
276,483
+49,217
| +22% | +$424K | 0.01% | 713 |
|
|
2023
Q3 | $1.93M | Sell |
227,266
-40,739
| -15% | -$346K | 0.01% | 590 |
|
|
2023
Q2 | $1.98M | Sell |
268,005
-5,023
| -2% | -$37K | 0.01% | 736 |
|
|
2023
Q1 | $1.74M | Buy |
273,028
+65,927
| +32% | +$421K | ﹤0.01% | 762 |
|
|
2022
Q4 | $1.38M | Buy |
207,101
+64,384
| +45% | +$429K | 0.01% | 606 |
|
|
2022
Q3 | $643K | Buy |
142,717
+36,467
| +34% | +$164K | 0.01% | 624 |
|
|
2022
Q2 | $567K | Buy |
106,250
+82,861
| +354% | +$442K | 0.01% | 706 |
|
|
2022
Q1 | $145K | Sell |
23,389
-28,987
| -55% | -$180K | ﹤0.01% | 881 |
|
|
2021
Q4 | $287K | Buy |
+52,376
| New | +$287K | ﹤0.01% | 786 |
|
|
2019
Q4 | – | Sell |
-12,661
| Closed | -$64K | – | 557 |
|
|
2019
Q3 | $64K | Buy |
+12,661
| New | +$64K | ﹤0.01% | 469 |
|
|
2019
Q2 | – | Sell |
-78,961
| Closed | -$391K | – | 552 |
|
|
2019
Q1 | $391K | Buy |
78,961
+48,547
| +160% | +$240K | 0.03% | 369 |
|
|
2018
Q4 | $148K | Sell |
30,414
-33,168
| -52% | -$161K | 0.01% | 493 |
|
|
2018
Q3 | $394K | Buy |
63,582
+1,647
| +3% | +$10.2K | 0.03% | 371 |
|
|
2018
Q2 | $350K | Buy |
61,935
+9,275
| +18% | +$52.4K | 0.03% | 392 |
|
|
2018
Q1 | $350K | Sell |
52,660
-9,795
| -16% | -$65.1K | 0.03% | 396 |
|
|
2017
Q4 | $454K | Buy |
62,455
+1,795
| +3% | +$13K | 0.03% | 359 |
|
|
2017
Q3 | $391K | Buy |
60,660
+40,208
| +197% | +$259K | 0.03% | 369 |
|
|
2017
Q2 | $72K | Buy |
20,452
+2,209
| +12% | +$7.78K | 0.01% | 342 |
|
|
2017
Q1 | $116K | Buy |
+18,243
| New | +$116K | 0.01% | 424 |
|