AssetMark Inc’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 | $1.16M | Buy |
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|
2025
Q1 | $634K | Sell |
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|
2024
Q4 | $1.57M | Buy |
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|
2024
Q3 | $1.42M | Buy |
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|
2024
Q2 | $1.31M | Buy |
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|
2024
Q1 | $22 | Sell |
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|
2023
Q4 | $3.92K | Sell |
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|
2023
Q3 | $3.4K | Buy |
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|
2023
Q2 | $1.89K | Sell |
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|
2023
Q1 | $6.62K | Buy |
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|
2022
Q4 | $4.05K | Sell |
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|
2022
Q3 | $4K | Sell |
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|
2022
Q2 | $4K | Sell |
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|
2022
Q1 | $170K | Buy |
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|
2021
Q4 | $149K | Buy |
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|
2021
Q3 | $42K | Buy |
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|
2021
Q2 | $23K | Sell |
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|
2021
Q1 | $24K | Sell |
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|
2020
Q4 | $23K | Sell |
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|
2020
Q3 | $21K | Buy |
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|
2020
Q2 | $2K | Sell |
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|
2020
Q1 | $14K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $27K | Sell |
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|
2018
Q4 | $29K | Sell |
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|
2018
Q3 | $62K | Sell |
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|
2018
Q2 | $63K | Sell |
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|
2018
Q1 | $79K | Sell |
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|
2017
Q4 | $98K | Buy |
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|
2017
Q3 | $84K | Sell |
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|
2017
Q2 | $88K | Buy |
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|
2017
Q1 | $22K | Sell |
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|
2016
Q4 | $36K | Buy |
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|
2016
Q3 | $17K | Sell |
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|
2016
Q2 | $32K | Buy |
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|
2016
Q1 | $18K | Buy |
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|
2015
Q4 | $5K | Buy |
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