Northwestern Mutual Wealth 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 | $625K | Buy |
45,584
+788
| +2% | +$10.8K | ﹤0.01% | 1310 |
|
|
2025
Q1 | $611K | Buy |
44,796
+18,947
| +73% | +$258K | ﹤0.01% | 1261 |
|
|
2024
Q4 | $303K | Sell |
25,849
-1,085
| -4% | -$12.7K | ﹤0.01% | 1496 |
|
|
2024
Q3 | $274K | Buy |
26,934
+1,821
| +7% | +$18.5K | ﹤0.01% | 1523 |
|
|
2024
Q2 | $271K | Sell |
25,113
-4,150
| -14% | -$44.8K | ﹤0.01% | 1464 |
|
|
2024
Q1 | $299K | Sell |
29,263
-158
| -0.5% | -$1.62K | ﹤0.01% | 1411 |
|
|
2023
Q4 | $253K | Buy |
29,421
+386
| +1% | +$3.32K | ﹤0.01% | 1421 |
|
|
2023
Q3 | $247K | Sell |
29,035
-1,852
| -6% | -$15.7K | ﹤0.01% | 1391 |
|
|
2023
Q2 | $228K | Sell |
30,887
-5,222
| -14% | -$38.5K | ﹤0.01% | 1412 |
|
|
2023
Q1 | $231K | Sell |
36,109
-2,020
| -5% | -$12.9K | ﹤0.01% | 1384 |
|
|
2022
Q4 | $254K | Buy |
38,129
+2,847
| +8% | +$19K | ﹤0.01% | 1343 |
|
|
2022
Q3 | $159K | Buy |
35,282
+268
| +0.8% | +$1.21K | ﹤0.01% | 1470 |
|
|
2022
Q2 | $187K | Sell |
35,014
-2,892
| -8% | -$15.4K | ﹤0.01% | 1407 |
|
|
2022
Q1 | $235K | Sell |
37,906
-18,901
| -33% | -$117K | ﹤0.01% | 1364 |
|
|
2021
Q4 | $310K | Buy |
56,807
+22,978
| +68% | +$125K | ﹤0.01% | 1271 |
|
|
2021
Q3 | $201K | Buy |
33,829
+4,396
| +15% | +$26.1K | ﹤0.01% | 1342 |
|
|
2021
Q2 | $159K | Buy |
29,433
+9,385
| +47% | +$50.7K | ﹤0.01% | 1409 |
|
|
2021
Q1 | $108K | Sell |
20,048
-6,464
| -24% | -$34.8K | ﹤0.01% | 1462 |
|
|
2020
Q4 | $117K | Sell |
26,512
-4,457
| -14% | -$19.7K | ﹤0.01% | 1343 |
|
|
2020
Q3 | $124K | Buy |
30,969
+4,063
| +15% | +$16.3K | ﹤0.01% | 1191 |
|
|
2020
Q2 | $106K | Buy |
26,906
+3,016
| +13% | +$11.9K | ﹤0.01% | 1188 |
|
|
2020
Q1 | $87K | Buy |
23,890
+7,189
| +43% | +$26.2K | ﹤0.01% | 1161 |
|
|
2019
Q4 | $91K | Sell |
16,701
-3,134
| -16% | -$17.1K | ﹤0.01% | 1223 |
|
|
2019
Q3 | $101K | Buy |
19,835
+378
| +2% | +$1.93K | ﹤0.01% | 1151 |
|
|
2019
Q2 | $92K | Sell |
19,457
-653
| -3% | -$3.09K | ﹤0.01% | 1157 |
|
|
2019
Q1 | $100K | Buy |
20,110
+1,113
| +6% | +$5.54K | ﹤0.01% | 1103 |
|
|
2018
Q4 | $93K | Buy |
18,997
+296
| +2% | +$1.45K | ﹤0.01% | 1024 |
|
|
2018
Q3 | $116K | Sell |
18,701
-221
| -1% | -$1.37K | ﹤0.01% | 991 |
|
|
2018
Q2 | $107K | Buy |
18,922
+2,664
| +16% | +$15.1K | ﹤0.01% | 980 |
|
|
2018
Q1 | $108K | Sell |
16,258
-2,815
| -15% | -$18.7K | ﹤0.01% | 932 |
|
|
2017
Q4 | $139K | Sell |
19,073
-203
| -1% | -$1.48K | ﹤0.01% | 836 |
|
|
2017
Q3 | $124K | Buy |
19,276
+5,139
| +36% | +$33.1K | ﹤0.01% | 831 |
|
|
2017
Q2 | $95K | Buy |
14,137
+3,176
| +29% | +$21.3K | ﹤0.01% | 896 |
|
|
2017
Q1 | $70K | Buy |
10,961
+4,341
| +66% | +$27.7K | ﹤0.01% | 935 |
|
|
2016
Q4 | $41K | Buy |
+6,620
| New | +$41K | ﹤0.01% | 1097 |
|
|
2016
Q3 | – | Sell |
-7,075
| Closed | -$32K | – | 1027 |
|
|
2016
Q2 | $32K | Buy |
7,075
+2,015
| +40% | +$9.11K | ﹤0.01% | 1026 |
|
|
2016
Q1 | $23K | Buy |
+5,060
| New | +$23K | ﹤0.01% | 1138 |
|
|
2015
Q4 | – | Sell |
-761
| Closed | -$5K | – | 1748 |
|
|
2015
Q3 | $5K | Buy |
+761
| New | +$5K | ﹤0.01% | 1251 |
|
|
2015
Q2 | – | Sell |
-889
| Closed | -$6K | – | 1557 |
|
|
2015
Q1 | $6K | Buy |
889
+617
| +227% | +$4.16K | ﹤0.01% | 1151 |
|
|
2014
Q4 | $2K | Hold |
272
| – | – | ﹤0.01% | 1525 |
|
|
2014
Q3 | $2K | Buy |
+272
| New | +$2K | ﹤0.01% | 1197 |
|
|
2014
Q2 | – | Sell |
-580
| Closed | -$3K | – | 1343 |
|
|
2014
Q1 | $3K | Buy |
+580
| New | +$3K | ﹤0.01% | 1087 |
|