Checchi Capital Advisers’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 | $979K | Sell |
71,371
-5,192
| -7% | -$71.2K | 0.05% | 213 |
|
|
2025
Q1 | $1.04M | Buy |
76,563
+4,945
| +7% | +$67.4K | 0.06% | 202 |
|
|
2024
Q4 | $839K | Buy |
71,618
+436
| +0.6% | +$5.11K | 0.05% | 220 |
|
|
2024
Q3 | $725K | Sell |
71,182
-433
| -0.6% | -$4.41K | 0.04% | 248 |
|
|
2024
Q2 | $773K | Buy |
71,615
+1,942
| +3% | +$21K | 0.04% | 222 |
|
|
2024
Q1 | $713K | Sell |
69,673
-1,302
| -2% | -$13.3K | 0.06% | 251 |
|
|
2023
Q4 | $611K | Sell |
70,975
-2,588
| -4% | -$22.3K | 0.05% | 269 |
|
|
2023
Q3 | $625K | Buy |
73,563
+7,021
| +11% | +$59.6K | 0.06% | 234 |
|
|
2023
Q2 | $490K | Buy |
66,542
+6,054
| +10% | +$44.6K | 0.04% | 295 |
|
|
2023
Q1 | $387K | Buy |
60,488
+561
| +0.9% | +$3.59K | 0.04% | 352 |
|
|
2022
Q4 | $400K | Sell |
59,927
-3,525
| -6% | -$23.5K | 0.04% | 322 |
|
|
2022
Q3 | $286K | Buy |
63,452
+675
| +1% | +$3.04K | 0.03% | 399 |
|
|
2022
Q2 | $356K | Buy |
62,777
+10,608
| +20% | +$60.2K | 0.03% | 370 |
|
|
2022
Q1 | $323K | Buy |
52,169
+4,972
| +11% | +$30.8K | 0.03% | 381 |
|
|
2021
Q4 | $258K | Sell |
47,197
-6,855
| -13% | -$37.5K | 0.02% | 428 |
|
|
2021
Q3 | $321K | Buy |
54,052
+1,821
| +3% | +$10.8K | 0.03% | 341 |
|
|
2021
Q2 | $283K | Sell |
52,231
-1,026
| -2% | -$5.56K | 0.03% | 388 |
|
|
2021
Q1 | $287K | Buy |
53,257
+3,689
| +7% | +$19.9K | 0.03% | 367 |
|
|
2020
Q4 | $220K | Sell |
49,568
-1,279
| -3% | -$5.68K | 0.02% | 426 |
|
|
2020
Q3 | $204K | Buy |
50,847
+594
| +1% | +$2.38K | 0.02% | 404 |
|
|
2020
Q2 | $197K | Sell |
50,253
-1,743
| -3% | -$6.83K | 0.02% | 409 |
|
|
2020
Q1 | $190K | Sell |
51,996
-24,466
| -32% | -$89.4K | 0.02% | 341 |
|
|
2019
Q4 | $415K | Buy |
76,462
+14,101
| +23% | +$76.5K | 0.06% | 226 |
|
|
2019
Q3 | $317K | Buy |
62,361
+96
| +0.2% | +$488 | 0.04% | 273 |
|
|
2019
Q2 | $296K | Sell |
62,265
-11,797
| -16% | -$56.1K | 0.04% | 292 |
|
|
2019
Q1 | $367K | Sell |
74,062
-5,071
| -6% | -$25.1K | 0.04% | 240 |
|
|
2018
Q4 | $385K | Sell |
79,133
-8,626
| -10% | -$42K | 0.05% | 204 |
|
|
2018
Q3 | $543K | Buy |
87,759
+6,219
| +8% | +$38.5K | 0.06% | 185 |
|
|
2018
Q2 | $461K | Sell |
81,540
-2,511
| -3% | -$14.2K | 0.06% | 205 |
|
|
2018
Q1 | $558K | Sell |
84,051
-23,977
| -22% | -$159K | 0.07% | 164 |
|
|
2017
Q4 | $785K | Buy |
108,028
+29,449
| +37% | +$214K | 0.11% | 122 |
|
|
2017
Q3 | $506K | Sell |
78,579
-3,495
| -4% | -$22.5K | 0.05% | 168 |
|
|
2017
Q2 | $554K | Sell |
82,074
-2,764
| -3% | -$18.7K | 0.06% | 154 |
|
|
2017
Q1 | $538K | Sell |
84,838
-10,013
| -11% | -$63.5K | 0.06% | 157 |
|
|
2016
Q4 | $584K | Buy |
94,851
+8,996
| +10% | +$55.4K | 0.08% | 139 |
|
|
2016
Q3 | $434K | Buy |
85,855
+20,273
| +31% | +$102K | 0.05% | 172 |
|
|
2016
Q2 | $291K | Buy |
65,582
+106
| +0.2% | +$470 | 0.03% | 234 |
|
|
2016
Q1 | $301K | Buy |
65,476
+5,968
| +10% | +$27.4K | 0.07% | 231 |
|
|
2015
Q4 | $370K | Buy |
59,508
+6,984
| +13% | +$43.4K | 0.09% | 191 |
|
|
2015
Q3 | $320K | Sell |
52,524
-6,157
| -10% | -$37.5K | 0.09% | 193 |
|
|
2015
Q2 | $424K | Buy |
58,681
+5,433
| +10% | +$39.3K | 0.11% | 163 |
|
|
2015
Q1 | $331K | Buy |
53,248
+20,455
| +62% | +$127K | 0.1% | 199 |
|
|
2014
Q4 | $181K | Buy |
32,793
+12,081
| +58% | +$66.7K | 0.07% | 297 |
|
|
2014
Q3 | $116K | Buy |
20,712
+5,523
| +36% | +$30.9K | 0.05% | 266 |
|
|
2014
Q2 | $93K | Hold |
15,189
| – | – | 0.04% | 245 |
|
|
2014
Q1 | $84K | Sell |
15,189
-5
| -0% | -$28 | 0.05% | 186 |
|
|
2013
Q4 | $101K | Buy |
+15,194
| New | +$101K | 0.08% | 149 |
|