Creative Planning’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 | $12.2M | Sell |
891,218
-51,428
| -5% | -$706K | 0.01% | 460 |
|
|
2025
Q1 | $12.8M | Buy |
942,646
+183,225
| +24% | +$2.5M | 0.01% | 420 |
|
|
2024
Q4 | $8.9M | Buy |
759,421
+151,735
| +25% | +$1.78M | 0.01% | 484 |
|
|
2024
Q3 | $6.19M | Buy |
607,686
+49,529
| +9% | +$504K | 0.01% | 573 |
|
|
2024
Q2 | $6.03M | Buy |
558,157
+52,261
| +10% | +$564K | 0.01% | 556 |
|
|
2024
Q1 | $5.18M | Buy |
505,896
+87,949
| +21% | +$900K | 0.01% | 596 |
|
|
2023
Q4 | $3.6M | Buy |
417,947
+70,043
| +20% | +$603K | 0.01% | 669 |
|
|
2023
Q3 | $2.95M | Buy |
347,904
+43,485
| +14% | +$369K | ﹤0.01% | 698 |
|
|
2023
Q2 | $2.24M | Buy |
304,419
+100,306
| +49% | +$739K | ﹤0.01% | 762 |
|
|
2023
Q1 | $1.3M | Buy |
204,113
+32,234
| +19% | +$206K | ﹤0.01% | 947 |
|
|
2022
Q4 | $1.15M | Buy |
171,879
+70,831
| +70% | +$472K | ﹤0.01% | 970 |
|
|
2022
Q3 | $455K | Buy |
101,048
+11,822
| +13% | +$53.2K | ﹤0.01% | 1383 |
|
|
2022
Q2 | $476K | Buy |
89,226
+20,877
| +31% | +$111K | ﹤0.01% | 1343 |
|
|
2022
Q1 | $423K | Buy |
68,349
+15,059
| +28% | +$93.2K | ﹤0.01% | 1418 |
|
|
2021
Q4 | $291K | Sell |
53,290
-151
| -0.3% | -$825 | ﹤0.01% | 1643 |
|
|
2021
Q3 | $317K | Buy |
53,441
+32,198
| +152% | +$191K | ﹤0.01% | 1556 |
|
|
2021
Q2 | $115K | Sell |
21,243
-31,984
| -60% | -$173K | ﹤0.01% | 1846 |
|
|
2021
Q1 | $286K | Buy |
53,227
+2,692
| +5% | +$14.5K | ﹤0.01% | 1791 |
|
|
2020
Q4 | $224K | Sell |
50,535
-5,370
| -10% | -$23.8K | ﹤0.01% | 1780 |
|
|
2020
Q3 | $224K | Buy |
55,905
+37,474
| +203% | +$150K | ﹤0.01% | 1588 |
|
|
2020
Q2 | $72K | Sell |
18,431
-13,597
| -42% | -$53.1K | ﹤0.01% | 1686 |
|
|
2020
Q1 | $117K | Buy |
+32,028
| New | +$117K | ﹤0.01% | 1480 |
|
|
2019
Q4 | – | Sell |
-15,844
| Closed | -$80K | – | 1925 |
|
|
2019
Q3 | $80K | Buy |
15,844
+3,349
| +27% | +$16.9K | ﹤0.01% | 1734 |
|
|
2019
Q2 | $59K | Buy |
+12,495
| New | +$59K | ﹤0.01% | 1778 |
|
|
2019
Q1 | – | Sell |
-10,866
| Closed | -$53K | – | 1891 |
|
|
2018
Q4 | $53K | Sell |
10,866
-351
| -3% | -$1.71K | ﹤0.01% | 1683 |
|
|
2018
Q3 | $69K | Sell |
11,217
-2,958
| -21% | -$18.2K | ﹤0.01% | 1810 |
|
|
2018
Q2 | $80K | Sell |
14,175
-2,267
| -14% | -$12.8K | ﹤0.01% | 1783 |
|
|
2018
Q1 | $109K | Buy |
16,442
+1,076
| +7% | +$7.13K | ﹤0.01% | 1715 |
|
|
2017
Q4 | $112K | Sell |
15,366
-78,809
| -84% | -$574K | ﹤0.01% | 1704 |
|
|
2017
Q3 | $606K | Buy |
94,175
+81,539
| +645% | +$525K | ﹤0.01% | 947 |
|
|
2017
Q2 | $85K | Sell |
12,636
-853
| -6% | -$5.74K | ﹤0.01% | 2094 |
|
|
2017
Q1 | $86K | Sell |
13,489
-14,014
| -51% | -$89.3K | ﹤0.01% | 2039 |
|
|
2016
Q4 | $169K | Buy |
27,503
+6,469
| +31% | +$39.8K | ﹤0.01% | 1486 |
|
|
2016
Q3 | $106K | Buy |
21,034
+5,344
| +34% | +$26.9K | ﹤0.01% | 1792 |
|
|
2016
Q2 | $70K | Buy |
15,690
+275
| +2% | +$1.23K | ﹤0.01% | 1901 |
|
|
2016
Q1 | $71K | Hold |
15,415
| – | – | ﹤0.01% | 1841 |
|
|
2015
Q4 | $96K | Sell |
15,415
-2,120
| -12% | -$13.2K | ﹤0.01% | 1642 |
|
|
2015
Q3 | $107K | Sell |
17,535
-303,705
| -95% | -$1.85M | ﹤0.01% | 1549 |
|
|
2015
Q2 | $2.32M | Buy |
321,240
+239,280
| +292% | +$1.73M | 0.02% | 260 |
|
|
2015
Q1 | $510K | Buy |
81,960
+57,531
| +236% | +$358K | ﹤0.01% | 729 |
|
|
2014
Q4 | $135K | Buy |
24,429
+2,864
| +13% | +$15.8K | ﹤0.01% | 1372 |
|
|
2014
Q3 | $121K | Sell |
21,565
-125,363
| -85% | -$703K | ﹤0.01% | 1341 |
|
|
2014
Q2 | $904K | Buy |
146,928
+96,087
| +189% | +$591K | 0.01% | 420 |
|
|
2014
Q1 | $282K | Buy |
50,841
+47,905
| +1,632% | +$266K | ﹤0.01% | 846 |
|
|
2013
Q4 | $20K | Buy |
2,936
+2,441
| +493% | +$16.6K | ﹤0.01% | 2187 |
|
|
2013
Q3 | $3K | Hold |
495
| – | – | ﹤0.01% | 2894 |
|
|
2013
Q2 | $3K | Buy |
+495
| New | +$3K | ﹤0.01% | 2717 |
|