Atria Investments’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 | $1.29M | Sell |
38,158
-18,402
| -33% | -$622K | 0.02% | 914 |
|
|
2025
Q1 | $1.73M | Buy |
56,560
+8,743
| +18% | +$268K | 0.02% | 761 |
|
|
2024
Q4 | $1.45M | Sell |
47,817
-11,848
| -20% | -$359K | 0.02% | 814 |
|
|
2024
Q3 | $1.84M | Sell |
59,665
-9,813
| -14% | -$303K | 0.02% | 694 |
|
|
2024
Q2 | $2.05M | Buy |
69,478
+4,035
| +6% | +$119K | 0.03% | 629 |
|
|
2024
Q1 | $2.01M | Sell |
65,443
-8,110
| -11% | -$249K | 0.03% | 657 |
|
|
2023
Q4 | $2.27M | Buy |
73,553
+2,526
| +4% | +$78.1K | 0.04% | 549 |
|
|
2023
Q3 | $1.75M | Buy |
71,027
+3,547
| +5% | +$87.4K | 0.03% | 618 |
|
|
2023
Q2 | $1.37M | Buy |
67,480
+7,679
| +13% | +$156K | 0.02% | 706 |
|
|
2023
Q1 | $1.28M | Buy |
+59,801
| New | +$1.28M | 0.02% | 713 |
|
|
2016
Q1 | – | Sell |
-12,840
| Closed | -$223K | – | 492 |
|
|
2015
Q4 | $223K | Buy |
12,840
+422
| +3% | +$7.33K | 0.02% | 370 |
|
|
2015
Q3 | $230K | Sell |
12,418
-732
| -6% | -$13.6K | 0.03% | 308 |
|
|
2015
Q2 | $279K | Buy |
13,150
+2,998
| +30% | +$63.6K | 0.03% | 324 |
|
|
2015
Q1 | $191K | Buy |
+10,152
| New | +$191K | 0.02% | 389 |
|