Bleakley Financial 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 | $626K | Buy |
18,506
+3,430
| +23% | +$116K | 0.02% | 461 |
|
|
2025
Q1 | $462K | Buy |
15,076
+3,074
| +26% | +$94.2K | 0.01% | 440 |
|
|
2024
Q4 | $364K | Buy |
12,002
+41
| +0.3% | +$1.24K | 0.01% | 717 |
|
|
2024
Q3 | $370K | Buy |
11,961
+1,410
| +13% | +$43.6K | 0.01% | 693 |
|
|
2024
Q2 | $312K | Sell |
10,551
-1,183
| -10% | -$34.9K | 0.01% | 737 |
|
|
2024
Q1 | $360K | Buy |
11,734
+2,122
| +22% | +$65.2K | 0.01% | 704 |
|
|
2023
Q4 | $297K | Sell |
9,612
-710
| -7% | -$21.9K | 0.01% | 738 |
|
|
2023
Q3 | $254K | Sell |
10,322
-3,146
| -23% | -$77.5K | 0.01% | 727 |
|
|
2023
Q2 | $273K | Sell |
13,468
-878
| -6% | -$17.8K | 0.01% | 752 |
|
|
2023
Q1 | $306K | Buy |
14,346
+806
| +6% | +$17.2K | 0.01% | 702 |
|
|
2022
Q4 | $253K | Buy |
+13,540
| New | +$253K | 0.01% | 741 |
|