American Trust Investment Advisors’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 | $463K | Hold |
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|
2025
Q2 | $382K | Hold |
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|
2025
Q1 | $346K | Sell |
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|
2024
Q4 | $344K | Hold |
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|
2024
Q3 | $351K | Sell |
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|
2024
Q2 | $378K | Hold |
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|
2024
Q1 | $393K | Hold |
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|
2023
Q4 | $395K | Sell |
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|
2023
Q3 | $370K | Hold |
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|
2023
Q2 | $304K | Sell |
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|
2023
Q1 | $364K | Hold |
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|
2022
Q4 | $318K | Sell |
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|
2022
Q3 | $299K | Hold |
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|
2022
Q2 | $334K | Hold |
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|
2022
Q1 | $403K | Hold |
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|
2021
Q4 | $368K | Sell |
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|
2021
Q3 | $394K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $250K | Hold |
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|
2019
Q3 | $224K | Hold |
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|
2019
Q2 | $235K | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $139K | Hold |
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|
2016
Q2 | $133K | Sell |
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|
2016
Q1 | $169K | Hold |
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|
2015
Q4 | $205K | Sell |
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|
2015
Q3 | $206K | Buy |
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