Blue Trust Inc’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 | $755K | Sell |
22,334
-8,417
| -27% | -$285K | 0.01% | 352 |
|
|
2025
Q1 | $942K | Buy |
30,751
+2,354
| +8% | +$72.1K | 0.01% | 256 |
|
|
2024
Q4 | $861K | Sell |
28,397
-9,756
| -26% | -$296K | 0.01% | 255 |
|
|
2024
Q3 | $1.13M | Buy |
38,153
+11,809
| +45% | +$349K | 0.01% | 250 |
|
|
2024
Q2 | $809K | Buy |
26,344
+14,461
| +122% | +$444K | 0.01% | 248 |
|
|
2024
Q1 | $365K | Buy |
11,883
+1,911
| +19% | +$58.7K | 0.01% | 339 |
|
|
2023
Q4 | $246K | Buy |
9,972
+2,395
| +32% | +$59.1K | ﹤0.01% | 387 |
|
|
2023
Q3 | $153K | Buy |
7,577
+3,748
| +98% | +$75.7K | ﹤0.01% | 504 |
|
|
2023
Q2 | $81K | Sell |
3,829
-27,640
| -88% | -$585K | ﹤0.01% | 551 |
|
|
2023
Q1 | $588K | Buy |
31,469
+5,453
| +21% | +$102K | 0.01% | 262 |
|
|
2022
Q4 | $377K | Buy |
26,016
+14,368
| +123% | +$208K | 0.01% | 309 |
|
|
2022
Q3 | $189K | Buy |
11,648
+3,134
| +37% | +$50.9K | ﹤0.01% | 355 |
|
|
2022
Q2 | $167K | Buy |
+8,514
| New | +$167K | ﹤0.01% | 359 |
|