Altman Advisors’s UBS Group UBS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.43M | Buy |
71,825
+2,043
| +3% | +$69K | 0.99% | 36 |
|
|
2025
Q1 | $2.11M | Buy |
69,782
+948
| +1% | +$28.7K | 0.97% | 41 |
|
|
2024
Q4 | $2.09M | Buy |
68,834
+253
| +0.4% | +$7.67K | 0.89% | 42 |
|
|
2024
Q3 | $2.12M | Buy |
68,581
+669
| +1% | +$20.7K | 0.94% | 28 |
|
|
2024
Q2 | $2.01M | Buy |
67,912
+103
| +0.2% | +$3.04K | 1.14% | 28 |
|
|
2024
Q1 | $2.07M | Buy |
67,809
+1,048
| +2% | +$31.9K | 1.01% | 26 |
|
|
2023
Q4 | $2.06M | Sell |
66,761
-1,721
| -3% | -$53.2K | 1.08% | 22 |
|
|
2023
Q3 | $1.69M | Buy |
+68,482
| New | +$1.69M | 1.05% | 21 |
|
|
2023
Q1 | $1.3M | Buy |
74,058
+1,047
| +1% | +$18.3K | 1.19% | 33 |
|
|
2022
Q4 | $1.49M | Sell |
73,011
-5,294
| -7% | -$108K | 0.92% | 34 |
|
|
2022
Q3 | $1.14M | Sell |
78,305
-2,106
| -3% | -$30.6K | 0.72% | 55 |
|
|
2022
Q2 | $1.28M | Buy |
80,411
+6,262
| +8% | +$99.8K | 0.73% | 60 |
|
|
2022
Q1 | $1.45M | Buy |
+74,149
| New | +$1.45M | 0.75% | 45 |
|