Cresset Asset Management’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 | $158K | Sell |
11,341
-1,762
| -13% | -$24.6K | ﹤0.01% | 1533 |
|
|
2025
Q1 | $179K | Sell |
13,103
-2,753
| -17% | -$37.5K | ﹤0.01% | 1524 |
|
|
2024
Q4 | $186K | Sell |
15,856
-164,839
| -91% | -$1.93M | ﹤0.01% | 1551 |
|
|
2024
Q3 | $1.84M | Buy |
180,695
+31,993
| +22% | +$326K | 0.01% | 835 |
|
|
2024
Q2 | $1.62M | Buy |
148,702
+44,313
| +42% | +$482K | 0.01% | 806 |
|
|
2024
Q1 | $1.07M | Buy |
104,389
+24,390
| +30% | +$250K | 0.01% | 929 |
|
|
2023
Q4 | $689K | Sell |
79,999
-13,624
| -15% | -$117K | ﹤0.01% | 1036 |
|
|
2023
Q3 | $795K | Buy |
93,623
+9,899
| +12% | +$84K | ﹤0.01% | 926 |
|
|
2023
Q2 | $623K | Buy |
+83,724
| New | +$623K | ﹤0.01% | 1023 |
|
|
2022
Q4 | – | Sell |
-22,049
| Closed | -$99K | – | 834 |
|
|
2022
Q3 | $99K | Sell |
22,049
-2,235
| -9% | -$10K | ﹤0.01% | 834 |
|
|
2022
Q2 | $132K | Sell |
24,284
-8,019
| -25% | -$43.6K | ﹤0.01% | 871 |
|
|
2022
Q1 | $200K | Buy |
32,303
+2,750
| +9% | +$17K | ﹤0.01% | 915 |
|
|
2021
Q4 | $161K | Sell |
29,553
-22,838
| -44% | -$124K | ﹤0.01% | 1066 |
|
|
2021
Q3 | $311K | Buy |
52,391
+23,218
| +80% | +$138K | ﹤0.01% | 829 |
|
|
2021
Q2 | $160K | Buy |
29,173
+7,359
| +34% | +$40.4K | ﹤0.01% | 969 |
|
|
2021
Q1 | $117K | Buy |
21,814
+3,745
| +21% | +$20.1K | ﹤0.01% | 902 |
|
|
2020
Q4 | $80K | Buy |
18,069
+159
| +0.9% | +$704 | ﹤0.01% | 760 |
|
|
2020
Q3 | $72K | Sell |
17,910
-26,265
| -59% | -$106K | ﹤0.01% | 691 |
|
|
2020
Q2 | $179K | Buy |
44,175
+28
| +0.1% | +$113 | ﹤0.01% | 606 |
|
|
2020
Q1 | $162K | Sell |
44,147
-21,375
| -33% | -$78.4K | ﹤0.01% | 530 |
|
|
2019
Q4 | $356K | Sell |
65,522
-234
| -0.4% | -$1.27K | 0.01% | 374 |
|
|
2019
Q3 | $334K | Buy |
65,756
+14,643
| +29% | +$74.4K | 0.01% | 351 |
|
|
2019
Q2 | $244K | Buy |
51,113
+36,280
| +245% | +$173K | 0.01% | 386 |
|
|
2019
Q1 | $73K | Buy |
14,833
+14,653
| +8,141% | +$72.1K | ﹤0.01% | 661 |
|
|
2018
Q4 | $1K | Buy |
+180
| New | +$1K | ﹤0.01% | 1538 |
|