Baker Ellis Asset Management’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 | $1.35M | Buy |
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|
2025
Q1 | $1.19M | Sell |
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|
2024
Q4 | $1.21M | Sell |
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|
2024
Q3 | $1.29M | Hold |
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|
2024
Q2 | $1.23M | Sell |
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|
2024
Q1 | $1.32M | Buy |
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|
2023
Q4 | $1.33M | Hold |
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|
2023
Q3 | $1.06M | Buy |
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|
2023
Q2 | $849K | Sell |
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|
2023
Q1 | $941K | Buy |
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|
2022
Q4 | $478K | Hold |
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|
2022
Q3 | $371K | Buy |
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|
2022
Q2 | $407K | Buy |
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|
2022
Q1 | $459K | Buy |
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|
2021
Q4 | $220K | Hold |
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|
2021
Q3 | $206K | Hold |
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|
2021
Q2 | $189K | Buy |
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|
2021
Q1 | $168K | Buy |
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