Atlas Capital 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 | $910K | Hold |
26,894
| – | – | 0.11% | 163 |
|
|
2025
Q1 | $824K | Hold |
26,894
| – | – | 0.1% | 169 |
|
|
2024
Q4 | $815K | Sell |
26,894
-3,424
| -11% | -$104K | 0.1% | 169 |
|
|
2024
Q3 | $937K | Sell |
30,318
-2,304
| -7% | -$71.2K | 0.14% | 131 |
|
|
2024
Q2 | $964K | Sell |
32,622
-745
| -2% | -$22K | 0.13% | 131 |
|
|
2024
Q1 | $1.03M | Sell |
33,367
-939
| -3% | -$28.8K | 0.16% | 118 |
|
|
2023
Q4 | $1.06M | Buy |
34,306
+4,632
| +16% | +$143K | 0.15% | 110 |
|
|
2023
Q3 | $731K | Buy |
29,674
+1,818
| +7% | +$44.8K | 0.12% | 133 |
|
|
2023
Q2 | $565K | Hold |
27,856
| – | – | 0.09% | 185 |
|
|
2023
Q1 | $594K | Sell |
27,856
-148
| -0.5% | -$3.16K | 0.09% | 160 |
|
|
2022
Q4 | $523K | Sell |
28,004
-22,579
| -45% | -$422K | 0.09% | 183 |
|
|
2022
Q3 | $734K | Hold |
50,583
| – | – | 0.13% | 125 |
|
|
2022
Q2 | $820K | Hold |
50,583
| – | – | 0.14% | 125 |
|
|
2022
Q1 | $988K | Buy |
50,583
+1,176
| +2% | +$23K | 0.15% | 119 |
|
|
2021
Q4 | $883K | Sell |
49,407
-1,989
| -4% | -$35.5K | 0.13% | 128 |
|
|
2021
Q3 | $819K | Buy |
51,396
+653
| +1% | +$10.4K | 0.13% | 130 |
|
|
2021
Q2 | $778K | Hold |
50,743
| – | – | 0.13% | 145 |
|
|
2021
Q1 | $788K | Sell |
50,743
-6,004
| -11% | -$93.2K | 0.15% | 125 |
|
|
2020
Q4 | $802K | Sell |
56,747
-8,653
| -13% | -$122K | 0.17% | 119 |
|
|
2020
Q3 | $729K | Buy |
65,400
+56,869
| +667% | +$634K | 0.17% | 131 |
|
|
2020
Q2 | $98.4K | Buy |
+8,531
| New | +$98.4K | 0.02% | 401 |
|
|
2019
Q4 | – | Sell |
-1,234
| Closed | -$14K | – | 672 |
|
|
2019
Q3 | $14K | Hold |
1,234
| – | – | ﹤0.01% | 552 |
|
|
2019
Q2 | $14.6K | Hold |
1,234
| – | – | ﹤0.01% | 573 |
|
|
2019
Q1 | $14.9K | Buy |
+1,234
| New | +$14.9K | 0.01% | 504 |
|