Ballentine Partners’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
Q3 | $1.64M | Buy |
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|
2025
Q2 | $1.27M | Buy |
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|
2025
Q1 | $1.12M | Sell |
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|
2024
Q4 | $1.13M | Buy |
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|
2024
Q3 | $1.04M | Buy |
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|
2024
Q2 | $905K | Buy |
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|
2024
Q1 | $924K | Buy |
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|
2023
Q4 | $812K | Buy |
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|
2023
Q3 | $546K | Buy |
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|
2023
Q2 | $409K | Buy |
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|
2023
Q1 | $322K | Hold |
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|
2022
Q4 | $281K | Buy |
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|
2022
Q3 | $218K | Sell |
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|
2022
Q2 | $252K | Sell |
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|
2022
Q1 | $308K | Sell |
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|
2021
Q4 | $283K | Buy |
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|
2021
Q3 | $252K | Hold |
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|
2021
Q2 | $242K | Buy |
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|
2021
Q1 | $241K | Hold |
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|
2020
Q4 | $219K | Buy |
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|
2020
Q3 | $172K | Buy |
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|
2020
Q2 | $177K | Buy |
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|
2020
Q1 | $140K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $165K | Sell |
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|
2018
Q4 | $195K | Buy |
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|
2018
Q3 | $189K | Buy |
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|
2018
Q2 | $179K | Buy |
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|
2018
Q1 | $196K | Buy |
|