IFP Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $47.1K | Sell |
2,774
-27
| -1% | -$481 | ﹤0.01% | 2273 |
|
|
2025
Q4 | $44.4K | Buy |
2,801
+148
| +6% | +$2.29K | ﹤0.01% | 2252 |
|
|
2025
Q3 | $42.3K | Sell |
2,653
-493
| -16% | -$7.3K | ﹤0.01% | 2164 |
|
|
2025
Q2 | $43.2K | Buy |
3,146
+173
| +6% | +$2.24K | ﹤0.01% | 2121 |
|
|
2025
Q1 | $40.5K | Buy |
2,973
+104
| +4% | +$1.34K | ﹤0.01% | 1987 |
|
|
2024
Q4 | $33.6K | Sell |
2,869
-2,380
| -45% | -$26.8K | ﹤0.01% | 2026 |
|
|
2024
Q3 | $53.4K | Buy |
5,249
+618
| +13% | +$6.52K | ﹤0.01% | 1706 |
|
|
2024
Q2 | $50K | Buy |
4,631
+4,038
| +681% | +$41K | ﹤0.01% | 1683 |
|
|
2024
Q1 | $6.07K | Buy |
593
+182
| +44% | +$1.76K | ﹤0.01% | 2399 |
|
|
2023
Q4 | $3.54K | Sell |
411
-350
| -46% | -$2.95K | ﹤0.01% | 2522 |
|
|
2023
Q3 | $6.46K | Buy |
761
+209
| +38% | +$1.67K | ﹤0.01% | 2417 |
|
|
2023
Q2 | $4.07K | Buy |
552
+107
| +24% | +$712 | ﹤0.01% | 2617 |
|
|
2023
Q1 | $2.01K | Buy |
445
+68
| +18% | +$476 | ﹤0.01% | 2896 |
|
|
2022
Q4 | $3K | Sell |
377
-4,751
| -93% | -$24.6K | ﹤0.01% | 4035 |
|
|
2022
Q3 | $24K | Buy |
5,128
+146
| +3% | +$760 | ﹤0.01% | 2923 |
|
|
2022
Q2 | $23K | Hold |
4,982
| – | – | ﹤0.01% | 2723 |
|
|
2022
Q1 | $23K | Buy |
4,982
+4,808
| +2,763% | +$29.9K | ﹤0.01% | 2723 |
|
|
2021
Q4 | $2K | Sell |
174
-74
| -30% | -$417 | ﹤0.01% | 2818 |
|
|
2021
Q3 | $2K | Hold |
248
| – | – | ﹤0.01% | 2881 |
|
|
2021
Q2 | $2K | Hold |
248
| – | – | ﹤0.01% | 2757 |
|
|
2021
Q1 | $2K | Hold |
248
| – | – | ﹤0.01% | 2691 |
|
|
2020
Q4 | $2K | Hold |
248
| – | – | ﹤0.01% | 2636 |
|
|
2020
Q3 | $1K | Hold |
248
| – | – | ﹤0.01% | 2672 |
|
|
2020
Q2 | $1K | Hold |
248
| – | – | ﹤0.01% | 2570 |
|
|
2020
Q1 | $1K | Sell |
248
-1,525
| -86% | -$7.27K | ﹤0.01% | 2569 |
|
|
2019
Q4 | $10K | Buy |
1,773
+373
| +27% | +$1.97K | ﹤0.01% | 1920 |
|
|
2019
Q3 | $8K | Buy |
+1,400
| New | +$6.86K | ﹤0.01% | 2172 |
|
|
2019
Q1 | $2K | Sell |
407
-2,488
| -86% | -$12.9K | ﹤0.01% | 2095 |
|
|
2018
Q4 | $14K | Sell |
2,895
-1,014
| -26% | -$5.74K | ﹤0.01% | 2332 |
|
|
2018
Q3 | $24K | Buy |
3,909
+254
| +7% | +$1.53K | ﹤0.01% | 2358 |
|
|
2018
Q2 | $21K | Buy |
3,655
+507
| +16% | +$3.21K | ﹤0.01% | 2434 |
|
|
2018
Q1 | $23K | Hold |
3,148
| – | – | ﹤0.01% | 2300 |
|
|
2017
Q4 | $23K | Hold |
3,148
| – | – | ﹤0.01% | 2331 |
|
|
2017
Q3 | $20K | Hold |
3,148
| – | – | ﹤0.01% | 2585 |
|
|
2017
Q2 | $21K | Hold |
3,148
| – | – | ﹤0.01% | 2556 |
|
|
2017
Q1 | $20K | Hold |
3,148
| – | – | ﹤0.01% | 2510 |
|
|
2016
Q4 | $19K | Sell |
3,148
-2,097
| -40% | -$11.9K | ﹤0.01% | 2502 |
|
|
2016
Q3 | $26K | Buy |
5,245
+1,669
| +47% | +$8.43K | ﹤0.01% | 2240 |
|
|
2016
Q2 | $16K | Buy |
3,576
+3,169
| +779% | +$15K | ﹤0.01% | 2491 |
|
|
2016
Q1 | $2K | Sell |
407
-4,295
| -91% | -$20.9K | ﹤0.01% | 2094 |
|
|
2015
Q4 | $29K | Buy |
+4,702
| New | +$30.4K | ﹤0.01% | 1946 |
|
Other funds holding MUFG
