BAAM
Baker Avenue Asset Management’s UBS Group UBS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $17.2M | Sell |
509,982
-2,501
| -0.5% | -$84.6K | 0.49% | 53 |
|
|
2025
Q1 | $15.7M | Sell |
512,483
-4,925
| -1% | -$151K | 0.49% | 54 |
|
|
2024
Q4 | $15.7M | Buy |
517,408
+5,243
| +1% | +$159K | 0.48% | 50 |
|
|
2024
Q3 | $15.8M | Buy |
512,165
+3,278
| +0.6% | +$101K | 0.5% | 50 |
|
|
2024
Q2 | $15M | Sell |
508,887
-3,128
| -0.6% | -$92.4K | 0.51% | 47 |
|
|
2024
Q1 | $15.7M | Buy |
512,015
+19,620
| +4% | +$603K | 0.62% | 46 |
|
|
2023
Q4 | $15.2M | Buy |
492,395
+14,450
| +3% | +$447K | 0.67% | 37 |
|
|
2023
Q3 | $11.8M | Buy |
477,945
+5,105
| +1% | +$126K | 0.59% | 47 |
|
|
2023
Q2 | $9.58M | Buy |
472,840
+8,076
| +2% | +$164K | 0.48% | 53 |
|
|
2023
Q1 | $9.92M | Buy |
464,764
+299,795
| +182% | +$6.4M | 0.54% | 52 |
|
|
2022
Q4 | $3.08M | Buy |
+164,969
| New | +$3.08M | 0.18% | 105 |
|