Advisor Partners’s UBS Group UBS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $365K | Sell |
22,529
-1,093
| -5% | -$17.7K | 0.03% | 577 |
|
|
2022
Q1 | $462K | Sell |
23,622
-2,208
| -9% | -$43.2K | 0.03% | 537 |
|
|
2021
Q4 | $462K | Buy |
25,830
+698
| +3% | +$12.5K | 0.03% | 535 |
|
|
2021
Q3 | $401K | Sell |
25,132
-176
| -0.7% | -$2.81K | 0.03% | 543 |
|
|
2021
Q2 | $388K | Buy |
25,308
+1,049
| +4% | +$16.1K | 0.03% | 581 |
|
|
2021
Q1 | $377K | Buy |
24,259
+431
| +2% | +$6.7K | 0.03% | 566 |
|
|
2020
Q4 | $337K | Buy |
23,828
+1,903
| +9% | +$26.9K | 0.03% | 559 |
|
|
2020
Q3 | $244K | Buy |
21,925
+1,817
| +9% | +$20.2K | 0.02% | 580 |
|
|
2020
Q2 | $232K | Sell |
20,108
-285
| -1% | -$3.29K | 0.02% | 591 |
|
|
2020
Q1 | $188K | Buy |
20,393
+9,316
| +84% | +$85.9K | 0.02% | 552 |
|
|
2019
Q4 | $145K | Buy |
+11,077
| New | +$145K | 0.02% | 613 |
|
|
2019
Q3 | – | Sell |
-10,360
| Closed | -$123K | – | 688 |
|
|
2019
Q2 | $123K | Sell |
10,360
-1,068
| -9% | -$12.7K | 0.02% | 623 |
|
|
2019
Q1 | $138K | Buy |
11,428
+384
| +3% | +$4.64K | 0.02% | 612 |
|
|
2018
Q4 | $137K | Sell |
11,044
-8,404
| -43% | -$104K | 0.02% | 578 |
|
|
2018
Q3 | $306K | Buy |
19,448
+6,359
| +49% | +$100K | 0.04% | 446 |
|
|
2018
Q2 | $201K | Buy |
13,089
+1,718
| +15% | +$26.4K | 0.03% | 547 |
|
|
2018
Q1 | $201K | Buy |
+11,371
| New | +$201K | 0.04% | 534 |
|
|
2016
Q1 | – | Sell |
-63,224
| Closed | -$1.23M | – | 413 |
|
|
2015
Q4 | $1.23M | Buy |
63,224
+25,180
| +66% | +$489K | 0.42% | 66 |
|
|
2015
Q3 | $704K | Buy |
+38,044
| New | +$704K | 0.3% | 93 |
|
|
2015
Q1 | – | Sell |
-13,718
| Closed | -$235K | – | 336 |
|
|
2014
Q4 | $235K | Buy |
+13,718
| New | +$235K | 0.1% | 259 |
|