APM
Advanced Portfolio Management’s UBS Group UBS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-67,500
| Closed | -$2.07M | – | 51 |
|
|
2025
Q1 | $2.07M | Sell |
67,500
-97,500
| -59% | -$2.99M | 4.17% | 5 |
|
|
2024
Q4 | $5M | Buy |
+165,000
| New | +$5M | 5.71% | 4 |
|
|
2023
Q3 | – | Sell |
-275,000
| Closed | -$5.57M | – | 107 |
|
|
2023
Q2 | $5.57M | Buy |
+275,000
| New | +$5.57M | 5.08% | 4 |
|
|
2023
Q1 | – | Hold |
0
| – | – | – | 62 |
|