Creative Planning’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 | $12.2M | Sell |
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|
2025
Q1 | $12.8M | Buy |
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|
2024
Q4 | $8.9M | Buy |
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|
2024
Q3 | $6.19M | Buy |
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|
2024
Q2 | $6.03M | Buy |
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|
2024
Q1 | $5.18M | Buy |
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|
2023
Q4 | $3.6M | Buy |
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|
2023
Q3 | $2.95M | Buy |
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|
2023
Q2 | $2.24M | Buy |
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|
2023
Q1 | $1.3M | Buy |
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|
2022
Q4 | $1.15M | Buy |
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|
2022
Q3 | $455K | Buy |
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|
2022
Q2 | $476K | Buy |
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|
2022
Q1 | $423K | Buy |
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|
2021
Q4 | $291K | Sell |
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|
2021
Q3 | $317K | Buy |
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|
2021
Q2 | $115K | Sell |
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|
2021
Q1 | $286K | Buy |
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|
2020
Q4 | $224K | Sell |
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|
2020
Q3 | $224K | Buy |
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|
2020
Q2 | $72K | Sell |
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|
2020
Q1 | $117K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $80K | Buy |
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|
2019
Q2 | $59K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $53K | Sell |
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|
2018
Q3 | $69K | Sell |
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|
2018
Q2 | $80K | Sell |
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|
2018
Q1 | $109K | Buy |
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|
2017
Q4 | $112K | Sell |
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|
2017
Q3 | $606K | Buy |
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|
2017
Q2 | $85K | Sell |
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|
2017
Q1 | $86K | Sell |
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|
2016
Q4 | $169K | Buy |
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|
2016
Q3 | $106K | Buy |
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|
2016
Q2 | $70K | Buy |
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|
2016
Q1 | $71K | Hold |
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|
2015
Q4 | $96K | Sell |
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|
2015
Q3 | $107K | Sell |
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|
2015
Q2 | $2.32M | Buy |
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|
2015
Q1 | $510K | Buy |
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|
2014
Q4 | $135K | Buy |
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|
2014
Q3 | $121K | Sell |
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|
2014
Q2 | $904K | Buy |
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|
2014
Q1 | $282K | Buy |
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|
2013
Q4 | $20K | Buy |
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|
2013
Q3 | $3K | Hold |
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|
2013
Q2 | $3K | Buy |
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