J.P. Morgan Private Wealth Advisors’s Mitsubishi UFJ Financial MUFG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $1.04M | Sell |
122,760
-14,993
| -11% | -$127K | ﹤0.01% | 956 |
|
|
2023
Q2 | $1.02M | Sell |
137,753
-175,599
| -56% | -$1.29M | 0.01% | 760 |
|
|
2023
Q1 | $2M | Sell |
313,352
-37,824
| -11% | -$242K | ﹤0.01% | 874 |
|
|
2022
Q4 | $2.34M | Buy |
351,176
+6,944
| +2% | +$46.3K | 0.01% | 787 |
|
|
2022
Q3 | $1.55M | Sell |
344,232
-55,812
| -14% | -$251K | ﹤0.01% | 941 |
|
|
2022
Q2 | $2.14M | Buy |
400,044
+4,791
| +1% | +$25.6K | 0.01% | 826 |
|
|
2022
Q1 | $2.45M | Sell |
395,253
-12,632
| -3% | -$78.2K | 0.01% | 833 |
|
|
2021
Q4 | $2.23M | Buy |
407,885
+39,343
| +11% | +$215K | ﹤0.01% | 865 |
|
|
2021
Q3 | $2.19M | Buy |
368,542
+37,440
| +11% | +$222K | 0.01% | 863 |
|
|
2021
Q2 | $1.8M | Buy |
331,102
+182,807
| +123% | +$991K | ﹤0.01% | 924 |
|
|
2021
Q1 | $798K | Sell |
148,295
-6,969
| -4% | -$37.5K | ﹤0.01% | 1138 |
|
|
2020
Q4 | $688K | Buy |
155,264
+37,258
| +32% | +$165K | ﹤0.01% | 1151 |
|
|
2020
Q3 | $473K | Buy |
118,006
+33,723
| +40% | +$135K | ﹤0.01% | 1181 |
|
|
2020
Q2 | $331K | Buy |
84,283
+39,614
| +89% | +$156K | ﹤0.01% | 1263 |
|
|
2020
Q1 | $163K | Buy |
44,669
+33,333
| +294% | +$122K | ﹤0.01% | 1322 |
|
|
2019
Q4 | $62K | Buy |
11,336
+570
| +5% | +$3.12K | ﹤0.01% | 1447 |
|
|
2019
Q3 | $55K | Sell |
10,766
-3,570
| -25% | -$18.2K | ﹤0.01% | 1406 |
|
|
2019
Q2 | $68K | Buy |
+14,336
| New | +$68K | ﹤0.01% | 1345 |
|
|
2019
Q1 | – | Sell |
-34,623
| Closed | -$169K | – | 1491 |
|
|
2018
Q4 | $169K | Buy |
34,623
+20,403
| +143% | +$99.6K | ﹤0.01% | 1357 |
|
|
2018
Q3 | $88K | Sell |
14,220
-303
| -2% | -$1.88K | ﹤0.01% | 1529 |
|
|
2018
Q2 | $82K | Buy |
+14,523
| New | +$82K | ﹤0.01% | 1422 |
|
|
2018
Q1 | – | Sell |
-12,597
| Closed | -$92K | – | 1339 |
|
|
2017
Q4 | $92K | Buy |
+12,597
| New | +$92K | ﹤0.01% | 1231 |
|
|
2015
Q3 | – | Sell |
-45,743
| Closed | -$330K | – | 1109 |
|
|
2015
Q2 | $330K | Buy |
45,743
+2,866
| +7% | +$20.7K | ﹤0.01% | 816 |
|
|
2015
Q1 | $267K | Buy |
42,877
+12,852
| +43% | +$80K | ﹤0.01% | 934 |
|
|
2014
Q4 | $166K | Buy |
30,025
+6,727
| +29% | +$37.2K | ﹤0.01% | 1017 |
|
|
2014
Q3 | $131K | Buy |
23,298
+1,676
| +8% | +$9.42K | ﹤0.01% | 1024 |
|
|
2014
Q2 | $133K | Sell |
21,622
-4,110
| -16% | -$25.3K | ﹤0.01% | 855 |
|
|
2014
Q1 | $142K | Sell |
25,732
-3,856
| -13% | -$21.3K | ﹤0.01% | 833 |
|
|
2013
Q4 | $198K | Buy |
29,588
+16,838
| +132% | +$113K | ﹤0.01% | 620 |
|
|
2013
Q3 | $82K | Buy |
12,750
+187
| +1% | +$1.2K | ﹤0.01% | 625 |
|
|
2013
Q2 | $78K | Buy |
+12,563
| New | +$78K | ﹤0.01% | 605 |
|