Bessemer Group’s UBS Group UBS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.29M | Buy |
67,727
+3,966
| +6% | +$134K | ﹤0.01% | 453 |
|
|
2025
Q1 | $1.95M | Buy |
63,761
+4,984
| +8% | +$153K | ﹤0.01% | 481 |
|
|
2024
Q4 | $1.78M | Buy |
58,777
+538
| +0.9% | +$16.3K | ﹤0.01% | 659 |
|
|
2024
Q3 | $1.8M | Sell |
58,239
-3,820
| -6% | -$118K | ﹤0.01% | 673 |
|
|
2024
Q2 | $1.83M | Buy |
62,059
+43
| +0.1% | +$1.27K | ﹤0.01% | 523 |
|
|
2024
Q1 | $1.91M | Buy |
62,016
+2,387
| +4% | +$73.3K | ﹤0.01% | 533 |
|
|
2023
Q4 | $1.84M | Buy |
59,629
+55,095
| +1,215% | +$1.7M | ﹤0.01% | 499 |
|
|
2023
Q3 | $111K | Buy |
4,534
+1,998
| +79% | +$48.9K | ﹤0.01% | 1169 |
|
|
2023
Q2 | $51K | Buy |
2,536
+2,266
| +839% | +$45.6K | ﹤0.01% | 1375 |
|
|
2023
Q1 | $5K | Sell |
270
-1,805
| -87% | -$33.4K | ﹤0.01% | 1625 |
|
|
2022
Q4 | $39K | Sell |
2,075
-1,381
| -40% | -$26K | ﹤0.01% | 1192 |
|
|
2022
Q3 | $50K | Buy |
3,456
+1,381
| +67% | +$20K | ﹤0.01% | 1163 |
|
|
2022
Q2 | $34K | Sell |
2,075
-580
| -22% | -$9.5K | ﹤0.01% | 1164 |
|
|
2022
Q1 | $52K | Sell |
2,655
-1,097
| -29% | -$21.5K | ﹤0.01% | 1071 |
|
|
2021
Q4 | $67K | Buy |
3,752
+1,097
| +41% | +$19.6K | ﹤0.01% | 1071 |
|
|
2021
Q3 | $42K | Sell |
2,655
-391
| -13% | -$6.19K | ﹤0.01% | 1093 |
|
|
2021
Q2 | $47K | Buy |
3,046
+971
| +47% | +$15K | ﹤0.01% | 1077 |
|
|
2021
Q1 | $32K | Buy |
+2,075
| New | +$32K | ﹤0.01% | 1100 |
|
|
2019
Q4 | – | Sell |
-1,602
| Closed | -$18K | – | 1773 |
|
|
2019
Q3 | $18K | Buy |
1,602
+811
| +103% | +$9.11K | ﹤0.01% | 1420 |
|
|
2019
Q2 | $9K | Buy |
791
+86
| +12% | +$979 | ﹤0.01% | 1497 |
|
|
2019
Q1 | $9K | Sell |
705
-6,281
| -90% | -$80.2K | ﹤0.01% | 1517 |
|
|
2018
Q4 | $86K | Buy |
6,986
+1,364
| +24% | +$16.8K | ﹤0.01% | 1185 |
|
|
2018
Q3 | $89K | Buy |
5,622
+4,295
| +324% | +$68K | ﹤0.01% | 1145 |
|
|
2018
Q2 | $20K | Hold |
1,327
| – | – | ﹤0.01% | 1409 |
|
|
2018
Q1 | $23K | Sell |
1,327
-412
| -24% | -$7.14K | ﹤0.01% | 1378 |
|
|
2017
Q4 | $32K | Sell |
1,739
-558
| -24% | -$10.3K | ﹤0.01% | 1328 |
|
|
2017
Q3 | $39K | Buy |
2,297
+896
| +64% | +$15.2K | ﹤0.01% | 1341 |
|
|
2017
Q2 | $24K | Sell |
1,401
-34,630
| -96% | -$593K | ﹤0.01% | 1443 |
|
|
2017
Q1 | $575K | Buy |
36,031
+33,661
| +1,420% | +$537K | ﹤0.01% | 859 |
|
|
2016
Q4 | $37K | Sell |
2,370
-186
| -7% | -$2.9K | ﹤0.01% | 1409 |
|
|
2016
Q3 | $35K | Buy |
+2,556
| New | +$35K | ﹤0.01% | 1256 |
|
|
2016
Q2 | – | Sell |
-127
| Closed | -$2K | – | 1458 |
|
|
2016
Q1 | $2K | Sell |
127
-2,797
| -96% | -$44K | ﹤0.01% | 1396 |
|
|
2015
Q4 | $57K | Buy |
2,924
+757
| +35% | +$14.8K | ﹤0.01% | 941 |
|
|
2015
Q3 | $40K | Buy |
+2,167
| New | +$40K | ﹤0.01% | 998 |
|
|
2015
Q1 | – | Sell |
-392
| Closed | -$7K | – | 1582 |
|
|
2014
Q4 | $7K | Buy |
+392
| New | +$7K | ﹤0.01% | 1319 |
|