Laird Norton Wetherby Wealth Management’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
Q3 | $2.34M | Sell |
146,771
-2,990
| -2% | -$44.3K | 0.1% | 201 |
|
|
2025
Q2 | $2.05M | Buy |
+149,761
| New | +$1.94M | 0.09% | 221 |
|
|
2024
Q4 | $1.71M | Sell |
146,152
-19,280
| -12% | -$217K | 0.08% | 226 |
|
|
2024
Q3 | $1.68M | Sell |
165,432
-3,370
| -2% | -$35.6K | 0.08% | 248 |
|
|
2024
Q2 | $1.82M | Sell |
168,802
-1,210
| -0.7% | -$12.3K | 0.09% | 224 |
|
|
2024
Q1 | $1.74M | Buy |
170,012
+1,611
| +1% | +$15.6K | 0.08% | 248 |
|
|
2023
Q4 | $1.45M | Buy |
168,401
+2,633
| +2% | +$22.2K | 0.08% | 264 |
|
|
2023
Q3 | $1.41M | Buy |
165,768
+3,594
| +2% | +$28.7K | 0.08% | 262 |
|
|
2023
Q2 | $1.2M | Buy |
162,174
+3,685
| +2% | +$24.5K | 0.06% | 300 |
|
|
2023
Q1 | $1.01M | Buy |
158,489
+9,559
| +6% | +$66.9K | 0.06% | 335 |
|
|
2022
Q4 | $993K | Buy |
148,930
+39,595
| +36% | +$205K | 0.06% | 329 |
|
|
2022
Q3 | $492K | Sell |
109,335
-1,188
| -1% | -$6.18K | 0.03% | 501 |
|
|
2022
Q2 | $590K | Sell |
110,523
-6,761
| -6% | -$38.9K | 0.04% | 449 |
|
|
2022
Q1 | $726K | Buy |
117,284
+656
| +0.6% | +$4.08K | 0.04% | 400 |
|
|
2021
Q4 | $637K | Buy |
116,628
+6,073
| +5% | +$34.2K | 0.04% | 437 |
|
|
2021
Q3 | $656K | Sell |
110,555
-526
| -0.5% | -$2.92K | 0.04% | 415 |
|
|
2021
Q2 | $602K | Buy |
111,081
+740
| +0.7% | +$4.11K | 0.04% | 445 |
|
|
2021
Q1 | $594K | Buy |
110,341
+354
| +0.3% | +$1.83K | 0.05% | 395 |
|
|
2020
Q4 | $487K | Buy |
109,987
+1,207
| +1% | +$5.13K | 0.03% | 468 |
|
|
2020
Q3 | $436K | Sell |
108,780
-14,214
| -12% | -$57.4K | 0.04% | 414 |
|
|
2020
Q2 | $484K | Buy |
122,994
+51,030
| +71% | +$202K | 0.05% | 365 |
|
|
2020
Q1 | $264K | Sell |
71,964
-114,407
| -61% | -$545K | 0.03% | 488 |
|
|
2019
Q4 | $1.01M | Sell |
186,371
-11,288
| -6% | -$59.6K | 0.1% | 213 |
|
|
2019
Q3 | $1M | Buy |
197,659
+40,249
| +26% | +$197K | 0.1% | 214 |
|
|
2019
Q2 | $747K | Buy |
157,410
+135,933
| +633% | +$653K | 0.08% | 270 |
|
|
2019
Q1 | $106K | Buy |
21,477
+1,539
| +8% | +$8K | 0.01% | 652 |
|
|
2018
Q4 | $97K | Sell |
19,938
-10,126
| -34% | -$57.3K | 0.01% | 616 |
|
|
2018
Q3 | $186K | Buy |
30,064
+7,567
| +34% | +$45.6K | 0.02% | 628 |
|
|
2018
Q2 | $127K | Buy |
+22,497
| New | +$142K | 0.02% | 624 |
|
|
2018
Q1 | – | Sell |
-161,563
| Closed | -$1.17M | – | 674 |
|
|
2017
Q4 | $1.17M | Buy |
161,563
+16
| +0% | +$109 | 0.16% | 144 |
|
|
2017
Q3 | $1.04M | Sell |
161,547
-2,883
| -2% | -$18.2K | 0.15% | 152 |
|
|
2017
Q2 | $1.11M | Sell |
164,430
-984
| -0.6% | -$6.27K | 0.19% | 124 |
|
|
2017
Q1 | $1.05M | Buy |
165,414
+9,300
| +6% | +$60.8K | 0.19% | 117 |
|
|
2016
Q4 | $962K | Sell |
156,114
-4,535
| -3% | -$25.8K | 0.19% | 116 |
|
|
2016
Q3 | $812K | Buy |
160,649
+27,718
| +21% | +$140K | 0.16% | 150 |
|
|
2016
Q2 | $589K | Buy |
132,931
+21,115
| +19% | +$99.9K | 0.13% | 188 |
|
|
2016
Q1 | $513K | Sell |
111,816
-60,733
| -35% | -$296K | 0.12% | 205 |
|
|
2015
Q4 | $1.07M | Buy |
172,549
+5,079
| +3% | +$32.8K | 0.26% | 84 |
|
|
2015
Q3 | $1.02M | Buy |
167,470
+19,383
| +13% | +$131K | 0.26% | 82 |
|
|
2015
Q2 | $1.07M | Buy |
148,087
+2,631
| +2% | +$18.7K | 0.26% | 83 |
|
|
2015
Q1 | $904K | Buy |
145,456
+6,495
| +5% | +$38.5K | 0.22% | 96 |
|
|
2014
Q4 | $769K | Buy |
138,961
+8,984
| +7% | +$50.1K | 0.19% | 112 |
|
|
2014
Q3 | $729K | Buy |
129,977
+6,299
| +5% | +$36.8K | 0.2% | 115 |
|
|
2014
Q2 | $761K | Buy |
123,678
+938
| +0.8% | +$5.31K | 0.21% | 110 |
|
|
2014
Q1 | $680K | Sell |
122,740
-4,209
| -3% | -$25.1K | 0.19% | 124 |
|
|
2013
Q4 | $848K | Sell |
126,949
-2,087
| -2% | -$13.4K | 0.24% | 97 |
|
|
2013
Q3 | $827K | Buy |
129,036
+13,875
| +12% | +$88.3K | 0.26% | 92 |
|
|
2013
Q2 | $715K | Buy |
+115,161
| New | +$738K | 0.25% | 89 |
|
Other funds holding MUFG
