Advisors Capital 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
Q3 | $2.49M | Buy |
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|
2025
Q2 | $1.78M | Buy |
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|
2025
Q1 | $1.12M | Sell |
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|
2024
Q4 | $1.24M | Buy |
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|
2024
Q3 | $785K | Sell |
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|
2024
Q2 | $886K | Buy |
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|
2024
Q1 | $877K | Buy |
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|
2023
Q4 | $854K | Sell |
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|
2023
Q3 | $708K | Sell |
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|
2023
Q2 | $586K | Buy |
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|
2023
Q1 | $612K | Buy |
|