Beach Investment Counsel’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
Q1 | $2.2M | Hold |
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|
2024
Q4 | $2.18M | Sell |
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|
2024
Q3 | $2.5M | Hold |
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|
2024
Q2 | $2.39M | Sell |
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|
2024
Q1 | $2.6M | Hold |
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|
2023
Q4 | $2.6M | Hold |
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|
2023
Q3 | $2.07M | Sell |
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|
2023
Q2 | $1.74M | Sell |
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|
2023
Q1 | $1.84M | Buy |
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|
2022
Q4 | $237K | Sell |
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|
2022
Q3 | $256K | Hold |
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|
2022
Q2 | $286K | Hold |
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|
2022
Q1 | $345K | Hold |
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|
2021
Q4 | $315K | Hold |
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|
2021
Q3 | $281K | Hold |
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|
2021
Q2 | $271K | Hold |
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|
2021
Q1 | $274K | Hold |
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|
2020
Q4 | $249K | Sell |
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|
2020
Q3 | $294K | Sell |
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|
2020
Q2 | $395K | Hold |
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|
2020
Q1 | $317K | Hold |
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|
2019
Q4 | $430K | Sell |
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|
2019
Q3 | $575K | Hold |
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|
2019
Q2 | $603K | Hold |
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|
2019
Q1 | $616K | Hold |
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|
2018
Q4 | $659K | Buy |
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|
2018
Q3 | $674K | Hold |
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|
2018
Q2 | $657K | Hold |
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|
2018
Q1 | $757K | Hold |
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|
2017
Q4 | $788K | Hold |
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|
2017
Q3 | $735K | Hold |
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|
2017
Q2 | $728K | Sell |
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|
2017
Q1 | $715K | Hold |
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|
2016
Q4 | $703K | Sell |
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|
2016
Q3 | $2.61M | Buy |
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|
2016
Q2 | $2.46M | Hold |
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|
2016
Q1 | $3.04M | Buy |
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|
2015
Q4 | $3.65M | Sell |
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|
2015
Q3 | $6.03M | Sell |
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|
2015
Q2 | $9.77M | Buy |
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|
2015
Q1 | $2.45M | Buy |
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|
2014
Q4 | $2.22M | Buy |
|