Bank of Montreal’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 | $90.5M | Buy |
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|
2025
Q1 | $57.9M | Sell |
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|
2024
Q4 | $162M | Buy |
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|
2024
Q3 | $56.4M | Sell |
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|
2024
Q2 | $63.8M | Sell |
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|
2024
Q1 | $308M | Buy |
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|
2023
Q4 | $102M | Buy |
|
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|
2023
Q3 | $45.9M | Sell |
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|
2023
Q2 | $41.7M | Sell |
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|
2023
Q1 | $54M | Sell |
|
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|
2022
Q4 | $77.7M | Buy |
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|
2022
Q3 | $36.7K | Buy |
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|
2022
Q2 | $39K | Sell |
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|
2022
Q1 | $46.3M | Sell |
|
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|
2021
Q4 | $43.2M | Sell |
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|
2021
Q3 | $138M | Buy |
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|
2021
Q2 | $127M | Buy |
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|
2021
Q1 | $122M | Sell |
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|
2020
Q4 | $124M | Buy |
|
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|
2020
Q3 | $80.6M | Sell |
|
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|
2020
Q2 | $81.3M | Buy |
|
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|
2020
Q1 | $60.8M | Sell |
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|
2019
Q4 | $110M | Buy |
|
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|
2019
Q3 | $92.7M | Sell |
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|
2019
Q2 | $101M | Buy |
|
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|
2019
Q1 | $101M | Sell |
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|
2018
Q4 | $105M | Sell |
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|
2018
Q3 | $194M | Buy |
|
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|
2018
Q2 | $136M | Buy |
|
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|
2018
Q1 | $124M | Buy |
|
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|
2017
Q4 | $115M | Buy |
|
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|
2017
Q3 | $103M | Buy |
|
|||||
|
2017
Q2 | $87.6M | Buy |
|
|||||
|
2017
Q1 | $75.2M | Buy |
|
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|
2016
Q4 | $70M | Sell |
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|
2016
Q3 | $64.9M | Sell |
|
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|
2016
Q2 | $67.9M | Sell |
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|
2016
Q1 | $85.2M | Buy |
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|
2015
Q4 | $93.1M | Buy |
|
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|
2015
Q3 | $81.4M | Buy |
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|
2015
Q2 | $89.5M | Buy |
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|
2015
Q1 | $78.2M | Buy |
|