Advisors Asset Management’s UBS Group UBS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.12M | Buy |
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|
2025
Q1 | $853K | Sell |
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|
2024
Q4 | $932K | Sell |
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|
2024
Q3 | $977K | Buy |
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|
2024
Q2 | $839K | Buy |
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|
2024
Q1 | $829K | Sell |
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|
2023
Q4 | $902K | Sell |
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|
2023
Q3 | $770K | Sell |
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|
2023
Q2 | $757K | Sell |
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|
2023
Q1 | $922K | Sell |
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|
2022
Q4 | $870K | Sell |
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|
2022
Q3 | $761K | Sell |
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|
2022
Q2 | $965K | Sell |
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|
2022
Q1 | $1.25M | Buy |
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|
2021
Q4 | $972K | Buy |
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|
2021
Q3 | $665K | Buy |
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|
2021
Q2 | $497K | Buy |
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|
2021
Q1 | $270K | Buy |
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|
2020
Q4 | $134K | Buy |
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|
2020
Q3 | $92K | Sell |
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|
2020
Q2 | $219K | Sell |
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|
2020
Q1 | $345K | Sell |
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|
2019
Q4 | $686K | Sell |
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|
2019
Q3 | $729K | Sell |
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|
2019
Q2 | $842K | Buy |
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|
2019
Q1 | $770K | Buy |
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|
2018
Q4 | $535K | Buy |
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|
2018
Q3 | $400K | Buy |
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|
2018
Q2 | $266K | Sell |
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|
2018
Q1 | $844K | Buy |
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|
2017
Q4 | $709K | Sell |
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|
2017
Q3 | $668K | Sell |
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|
2017
Q2 | $669K | Buy |
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|
2017
Q1 | $490K | Buy |
|