Financial Counselors Inc’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 | – | Sell |
-31,874
| Closed | -$434K | – | 357 |
|
|
2025
Q1 | $434K | Sell |
31,874
-12,420
| -28% | -$160K | 0.01% | 437 |
|
|
2024
Q4 | $519K | Buy |
44,294
+99
| +0.2% | +$1.11K | 0.01% | 409 |
|
|
2024
Q3 | $450K | Buy |
44,195
+4,337
| +11% | +$45.8K | 0.01% | 448 |
|
|
2024
Q2 | $430K | Sell |
39,858
-2,208
| -5% | -$22.4K | 0.01% | 430 |
|
|
2024
Q1 | $430K | Buy |
42,066
+5,845
| +16% | +$56.6K | 0.01% | 436 |
|
|
2023
Q4 | $312K | Buy |
36,221
+819
| +2% | +$6.91K | 0.01% | 480 |
|
|
2023
Q3 | $301K | Sell |
35,402
-3,589
| -9% | -$28.6K | 0.01% | 465 |
|
|
2023
Q2 | $287K | Hold |
38,991
| – | – | 0.01% | 431 |
|
|
2023
Q1 | $249K | Hold |
38,991
| – | – | 0.01% | 451 |
|
|
2022
Q4 | $260K | Hold |
38,991
| – | – | 0.01% | 446 |
|
|
2022
Q3 | $175K | Sell |
38,991
-224
| -0.6% | -$1.17K | ﹤0.01% | 466 |
|
|
2022
Q2 | $209K | Hold |
39,215
| – | – | ﹤0.01% | 475 |
|
|
2022
Q1 | $243K | Buy |
39,215
+13,534
| +53% | +$84.1K | 0.01% | 465 |
|
|
2021
Q4 | $140K | Buy |
25,681
+577
| +2% | +$3.25K | ﹤0.01% | 505 |
|
|
2021
Q3 | $149K | Hold |
25,104
| – | – | ﹤0.01% | 529 |
|
|
2021
Q2 | $136K | Sell |
25,104
-337
| -1% | -$1.87K | ﹤0.01% | 521 |
|
|
2021
Q1 | $137K | Sell |
25,441
-180
| -0.7% | -$929 | ﹤0.01% | 520 |
|
|
2020
Q4 | $114K | Hold |
25,621
| – | – | ﹤0.01% | 523 |
|
|
2020
Q3 | $103K | Sell |
25,621
-1,158
| -4% | -$4.67K | ﹤0.01% | 493 |
|
|
2020
Q2 | $105K | Sell |
26,779
-1,322
| -5% | -$5.23K | ﹤0.01% | 506 |
|
|
2020
Q1 | $103K | Sell |
28,101
-77
| -0.3% | -$367 | ﹤0.01% | 459 |
|
|
2019
Q4 | $153K | Hold |
28,178
| – | – | 0.01% | 530 |
|
|
2019
Q3 | $143K | Sell |
28,178
-1,196
| -4% | -$5.86K | 0.01% | 521 |
|
|
2019
Q2 | $140K | Sell |
29,374
-7,218
| -20% | -$34.7K | 0.01% | 515 |
|
|
2019
Q1 | $181K | Sell |
36,592
-12,164
| -25% | -$63.2K | 0.01% | 504 |
|
|
2018
Q4 | $237K | Hold |
48,756
| – | – | 0.01% | 406 |
|
|
2018
Q3 | $302K | Sell |
48,756
-5,815
| -11% | -$35.1K | 0.01% | 401 |
|
|
2018
Q2 | $308K | Sell |
54,571
-3,780
| -6% | -$23.9K | 0.01% | 401 |
|
|
2018
Q1 | $387K | Buy |
58,351
+463
| +0.8% | +$3.37K | 0.02% | 359 |
|
|
2017
Q4 | $421K | Buy |
57,888
+19,979
| +53% | +$136K | 0.02% | 355 |
|
|
2017
Q3 | $244K | Buy |
37,909
+3,767
| +11% | +$23.8K | 0.01% | 432 |
|
|
2017
Q2 | $230K | Buy |
34,142
+895
| +3% | +$5.7K | 0.01% | 442 |
|
|
2017
Q1 | $211K | Buy |
33,247
+234
| +0.7% | +$1.53K | 0.01% | 464 |
|
|
2016
Q4 | $203K | Buy |
+33,013
| New | +$188K | 0.01% | 470 |
|
|
2016
Q2 | $103K | Sell |
23,300
-13,630
| -37% | -$64.5K | 0.01% | 432 |
|
|
2016
Q1 | $170K | Sell |
36,930
-1,215
| -3% | -$5.93K | 0.01% | 421 |
|
|
2015
Q4 | $237K | Sell |
38,145
-3,844
| -9% | -$24.8K | 0.02% | 391 |
|
|
2015
Q3 | $256K | Buy |
41,989
+11,201
| +36% | +$75.8K | 0.02% | 376 |
|
|
2015
Q2 | $222K | Buy |
30,788
+5,666
| +23% | +$40.4K | 0.01% | 408 |
|
|
2015
Q1 | $156K | Sell |
25,122
-1,585
| -6% | -$9.41K | 0.01% | 438 |
|
|
2014
Q4 | $148K | Buy |
26,707
+9,534
| +56% | +$53.1K | 0.01% | 427 |
|
|
2014
Q3 | $96K | Buy |
17,173
+5,867
| +52% | +$34.3K | 0.01% | 417 |
|
|
2014
Q2 | $70K | Sell |
11,306
-2,852
| -20% | -$16.1K | ﹤0.01% | 419 |
|
|
2014
Q1 | $78K | Sell |
14,158
-2,813
| -17% | -$16.8K | 0.01% | 427 |
|
|
2013
Q4 | $113K | Buy |
16,971
+1,548
| +10% | +$9.93K | 0.01% | 400 |
|
|
2013
Q3 | $99K | Sell |
15,423
-683
| -4% | -$4.34K | 0.01% | 391 |
|
|
2013
Q2 | $100K | Buy |
+16,106
| New | +$103K | 0.01% | 383 |
|
Other funds holding MUFG
