Oppenheimer Asset 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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.35M | Buy |
138,725
+6,723
| +5% | +$120K | 0.03% | 505 |
|
|
2025
Q4 | $2.09M | Sell |
132,002
-10,376
| -7% | -$160K | 0.03% | 490 |
|
|
2025
Q3 | $2.27M | Sell |
142,378
-734
| -0.5% | -$10.9K | 0.03% | 534 |
|
|
2025
Q2 | $1.96M | Sell |
143,112
-1,425
| -1% | -$18.4K | 0.02% | 559 |
|
|
2025
Q1 | $1.97M | Buy |
144,537
+19,255
| +15% | +$248K | 0.02% | 523 |
|
|
2024
Q4 | $1.47M | Buy |
125,282
+56,884
| +83% | +$640K | 0.02% | 623 |
|
|
2024
Q3 | $696K | Buy |
68,398
+1,336
| +2% | +$14.1K | 0.01% | 802 |
|
|
2024
Q2 | $724K | Buy |
67,062
+22,230
| +50% | +$225K | 0.01% | 778 |
|
|
2024
Q1 | $459K | Sell |
44,832
-9,034
| -17% | -$87.4K | 0.01% | 856 |
|
|
2023
Q4 | $464K | Buy |
53,866
+8,513
| +19% | +$71.8K | 0.01% | 880 |
|
|
2023
Q3 | $385K | Sell |
45,353
-5,002
| -10% | -$39.9K | 0.01% | 911 |
|
|
2023
Q2 | $371K | Sell |
50,355
-1,506
| -3% | -$10K | 0.01% | 930 |
|
|
2023
Q1 | $331K | Sell |
51,861
-4,845
| -9% | -$33.9K | 0.01% | 946 |
|
|
2022
Q4 | $378K | Sell |
56,706
-11,733
| -17% | -$60.7K | 0.01% | 922 |
|
|
2022
Q3 | $308K | Sell |
68,439
-42,136
| -38% | -$219K | 0.01% | 948 |
|
|
2022
Q2 | $590K | Sell |
110,575
-1,215
| -1% | -$7K | 0.01% | 812 |
|
|
2022
Q1 | $692K | Sell |
111,790
-34,901
| -24% | -$217K | 0.01% | 842 |
|
|
2021
Q4 | $801K | Buy |
146,691
+4,985
| +4% | +$28.1K | 0.01% | 846 |
|
|
2021
Q3 | $840K | Sell |
141,706
-890
| -0.6% | -$4.94K | 0.01% | 797 |
|
|
2021
Q2 | $773K | Sell |
142,596
-2,254
| -2% | -$12.5K | 0.01% | 823 |
|
|
2021
Q1 | $779K | Buy |
144,850
+48,185
| +50% | +$249K | 0.01% | 797 |
|
|
2020
Q4 | $429K | Buy |
96,665
+6,437
| +7% | +$27.4K | 0.01% | 902 |
|
|
2020
Q3 | $362K | Buy |
90,228
+5,101
| +6% | +$20.6K | 0.01% | 887 |
|
|
2020
Q2 | $335K | Sell |
85,127
-14,866
| -15% | -$58.8K | 0.01% | 910 |
|
|
2020
Q1 | $366K | Sell |
99,993
-32,551
| -25% | -$155K | 0.01% | 818 |
|
|
2019
Q4 | $720K | Sell |
132,544
-11,305
| -8% | -$59.7K | 0.02% | 713 |
|
|
2019
Q3 | $731K | Sell |
143,849
-43,687
| -23% | -$214K | 0.02% | 705 |
|
|
2019
Q2 | $891K | Sell |
187,536
-10,424
| -5% | -$50K | 0.02% | 648 |
|
|
2019
Q1 | $980K | Buy |
197,960
+18,650
| +10% | +$97K | 0.02% | 617 |
|
|
2018
Q4 | $873K | Sell |
179,310
-24,651
| -12% | -$140K | 0.02% | 605 |
|
|
2018
Q3 | $1.26M | Sell |
203,961
-11,210
| -5% | -$67.6K | 0.03% | 549 |
|
|
2018
Q2 | $1.22M | Buy |
215,171
+13,726
| +7% | +$86.9K | 0.03% | 549 |
|
|
2018
Q1 | $1.34M | Sell |
201,445
-158,511
| -44% | -$1.15M | 0.03% | 513 |
|
|
2017
Q4 | $2.32M | Hold |
359,956
| – | – | 0.06% | 331 |
|
|
2017
Q3 | $2.32M | Buy |
359,956
+95,625
| +36% | +$604K | 0.06% | 333 |
|
|
2017
Q2 | $1.78M | Buy |
264,331
+19,402
| +8% | +$124K | 0.05% | 390 |
|
|
2017
Q1 | $1.55M | Buy |
+244,929
| New | +$1.6M | 0.04% | 422 |
|
Other funds holding MUFG
