Ritholtz 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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $4.77M | Buy |
281,114
+18,653
| +7% | +$332K | 0.08% | 174 |
|
|
2025
Q4 | $4.16M | Buy |
262,461
+7,648
| +3% | +$118K | 0.08% | 181 |
|
|
2025
Q3 | $4.06M | Buy |
254,813
+64,194
| +34% | +$950K | 0.08% | 167 |
|
|
2025
Q2 | $2.62M | Sell |
190,619
-6,609
| -3% | -$85.5K | 0.06% | 231 |
|
|
2025
Q1 | $2.69M | Sell |
197,228
-22,602
| -10% | -$291K | 0.08% | 183 |
|
|
2024
Q4 | $2.58M | Sell |
219,830
-16,638
| -7% | -$187K | 0.08% | 181 |
|
|
2024
Q3 | $2.41M | Buy |
236,468
+29,637
| +14% | +$313K | 0.07% | 189 |
|
|
2024
Q2 | $2.23M | Buy |
206,831
+67,036
| +48% | +$680K | 0.07% | 181 |
|
|
2024
Q1 | $1.43M | Buy |
139,795
+10,781
| +8% | +$104K | 0.05% | 266 |
|
|
2023
Q4 | $1.11M | Buy |
129,014
+12,702
| +11% | +$107K | 0.04% | 290 |
|
|
2023
Q3 | $987K | Buy |
116,312
+22,263
| +24% | +$178K | 0.04% | 283 |
|
|
2023
Q2 | $693K | Buy |
94,049
+15,569
| +20% | +$104K | 0.03% | 359 |
|
|
2023
Q1 | $501K | Buy |
78,480
+27,369
| +54% | +$192K | 0.03% | 402 |
|
|
2022
Q4 | $341K | Buy |
51,111
+14,062
| +38% | +$72.8K | 0.02% | 436 |
|
|
2022
Q3 | $167K | Sell |
37,049
-23,857
| -39% | -$124K | 0.01% | 670 |
|
|
2022
Q2 | $325K | Sell |
60,906
-22,348
| -27% | -$129K | 0.02% | 404 |
|
|
2022
Q1 | $515K | Buy |
83,254
+25,947
| +45% | +$161K | 0.03% | 303 |
|
|
2021
Q4 | $313K | Buy |
57,307
+7,162
| +14% | +$40.3K | 0.02% | 404 |
|
|
2021
Q3 | $297K | Buy |
50,145
+3,392
| +7% | +$18.8K | 0.02% | 371 |
|
|
2021
Q2 | $253K | Buy |
46,753
+11,975
| +34% | +$66.6K | 0.02% | 405 |
|
|
2021
Q1 | $187K | Buy |
34,778
+14,389
| +71% | +$74.2K | 0.02% | 410 |
|
|
2020
Q4 | $90K | Buy |
20,389
+1,511
| +8% | +$6.42K | 0.01% | 366 |
|
|
2020
Q3 | $76K | Sell |
18,878
-7,879
| -29% | -$31.8K | 0.01% | 300 |
|
|
2020
Q2 | $105K | Buy |
26,757
+15,538
| +138% | +$61.5K | 0.01% | 261 |
|
|
2020
Q1 | $41K | Buy |
+11,219
| New | +$53.5K | 0.01% | 170 |
|
Other funds holding MUFG
