Bailard’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 | $1.21M | Sell |
35,880
-384
| -1% | -$13K | 0.03% | 300 |
|
|
2025
Q1 | $1.11M | Sell |
36,264
-503
| -1% | -$15.4K | 0.03% | 292 |
|
|
2024
Q4 | $1.11M | Buy |
36,767
+541
| +1% | +$16.4K | 0.03% | 285 |
|
|
2024
Q3 | $1.12M | Buy |
36,226
+265
| +0.7% | +$8.19K | 0.03% | 285 |
|
|
2024
Q2 | $1.06M | Sell |
35,961
-306
| -0.8% | -$9.04K | 0.03% | 280 |
|
|
2024
Q1 | $1.11M | Buy |
36,267
+815
| +2% | +$25K | 0.03% | 291 |
|
|
2023
Q4 | $1.1M | Sell |
35,452
-78
| -0.2% | -$2.41K | 0.03% | 285 |
|
|
2023
Q3 | $876K | Sell |
35,530
-1,030
| -3% | -$25.4K | 0.03% | 289 |
|
|
2023
Q2 | $741K | Sell |
36,560
-4,657
| -11% | -$94.4K | 0.03% | 307 |
|
|
2023
Q1 | $880K | Buy |
+41,217
| New | +$880K | 0.03% | 288 |
|