Bank of America’s UBS Group UBS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $285M | Sell |
8,429,237
-358,077
| -4% | -$12.1M | 0.02% | 577 |
|
|
2025
Q1 | $269M | Sell |
8,787,314
-490,721
| -5% | -$15M | 0.02% | 564 |
|
|
2024
Q4 | $281M | Sell |
9,278,035
-2,410,475
| -21% | -$73.1M | 0.02% | 519 |
|
|
2024
Q3 | $361M | Buy |
11,688,510
+3,057,814
| +35% | +$94.5M | 0.03% | 460 |
|
|
2024
Q2 | $255M | Sell |
8,630,696
-1,898,654
| -18% | -$56.1M | 0.02% | 549 |
|
|
2024
Q1 | $323M | Sell |
10,529,350
-539,665
| -5% | -$16.6M | 0.03% | 459 |
|
|
2023
Q4 | $342M | Sell |
11,069,015
-11,997,245
| -52% | -$371M | 0.03% | 406 |
|
|
2023
Q3 | $569M | Buy |
23,066,260
+6,000,511
| +35% | +$148M | 0.06% | 274 |
|
|
2023
Q2 | $346M | Buy |
17,065,749
+8,626,468
| +102% | +$175M | 0.04% | 383 |
|
|
2023
Q1 | $180M | Sell |
8,439,281
-865,812
| -9% | -$18.5M | 0.02% | 616 |
|
|
2022
Q4 | $174M | Buy |
9,305,093
+139,657
| +2% | +$2.61M | 0.02% | 595 |
|
|
2022
Q3 | $133M | Sell |
9,165,436
-138,190
| -1% | -$2.01M | 0.02% | 665 |
|
|
2022
Q2 | $151M | Sell |
9,303,626
-2,554,378
| -22% | -$41.4M | 0.02% | 660 |
|
|
2022
Q1 | $232M | Buy |
11,858,004
+3,829,443
| +48% | +$74.8M | 0.02% | 559 |
|
|
2021
Q4 | $143M | Sell |
8,028,561
-3,545,681
| -31% | -$63.4M | 0.01% | 742 |
|
|
2021
Q3 | $184M | Buy |
11,574,242
+2,354,782
| +26% | +$37.5M | 0.02% | 626 |
|
|
2021
Q2 | $141M | Buy |
9,219,460
+511,930
| +6% | +$7.85M | 0.01% | 730 |
|
|
2021
Q1 | $135M | Sell |
8,707,530
-2,828,595
| -25% | -$43.9M | 0.02% | 708 |
|
|
2020
Q4 | $163M | Sell |
11,536,125
-6,695,773
| -37% | -$94.6M | 0.02% | 543 |
|
|
2020
Q3 | $203M | Sell |
18,231,898
-3,235,677
| -15% | -$36.1M | 0.03% | 457 |
|
|
2020
Q2 | $248M | Buy |
21,467,575
+2,563,773
| +14% | +$29.6M | 0.04% | 377 |
|
|
2020
Q1 | $175M | Buy |
18,903,802
+1,240,313
| +7% | +$11.5M | 0.03% | 426 |
|
|
2019
Q4 | $222M | Sell |
17,663,489
-4,692,400
| -21% | -$59M | 0.03% | 425 |
|
|
2019
Q3 | $253M | Buy |
22,355,889
+188,474
| +0.9% | +$2.13M | 0.04% | 373 |
|
|
2019
Q2 | $263M | Buy |
22,167,415
+4,417,561
| +25% | +$52.3M | 0.04% | 378 |
|
|
2019
Q1 | $215M | Buy |
17,749,854
+1,383,501
| +8% | +$16.8M | 0.03% | 416 |
|
|
2018
Q4 | $203M | Buy |
16,366,353
+447,164
| +3% | +$5.54M | 0.04% | 390 |
|
|
2018
Q3 | $250M | Buy |
15,919,189
+3,171,759
| +25% | +$49.9M | 0.04% | 371 |
|
|
2018
Q2 | $196M | Buy |
12,747,430
+2,079,022
| +19% | +$31.9M | 0.03% | 428 |
|
|
2018
Q1 | $188M | Buy |
10,668,408
+2,648,675
| +33% | +$46.8M | 0.03% | 425 |
|
|
2017
Q4 | $147M | Sell |
8,019,733
-227,919
| -3% | -$4.19M | 0.02% | 505 |
|
|
2017
Q3 | $141M | Buy |
8,247,652
+1,410,953
| +21% | +$24.2M | 0.02% | 540 |
|
|
2017
Q2 | $116M | Sell |
6,836,699
-3,433,591
| -33% | -$58.3M | 0.02% | 541 |
|
|
2017
Q1 | $164M | Buy |
10,270,290
+3,509,603
| +52% | +$56M | 0.03% | 423 |
|
|
2016
Q4 | $106M | Buy |
6,760,687
+581,003
| +9% | +$9.1M | 0.02% | 534 |
|
|
2016
Q3 | $84.2M | Sell |
6,179,684
-1,325,238
| -18% | -$18M | 0.02% | 602 |
|
|
2016
Q2 | $97.3M | Sell |
7,504,922
-419,190
| -5% | -$5.43M | 0.02% | 535 |
|
|
2016
Q1 | $127M | Buy |
7,924,112
+77,729
| +1% | +$1.25M | 0.03% | 456 |
|
|
2015
Q4 | $152M | Sell |
7,846,383
-407,151
| -5% | -$7.89M | 0.04% | 419 |
|
|
2015
Q3 | $153M | Buy |
8,253,534
+3,682,502
| +81% | +$68.2M | 0.04% | 417 |
|
|
2015
Q2 | $96.9M | Buy |
4,571,032
+123,791
| +3% | +$2.62M | 0.03% | 453 |
|
|
2015
Q1 | $83.5M | Buy |
4,447,241
+1,571,987
| +55% | +$29.5M | 0.03% | 501 |
|
|
2014
Q4 | $49M | Buy |
+2,875,254
| New | +$49M | 0.02% | 674 |
|