Blue Trust Inc’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
Q3 | $975K | Buy |
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|
2025
Q2 | $755K | Sell |
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|
2025
Q1 | $942K | Buy |
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|
2024
Q4 | $861K | Sell |
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|
2024
Q3 | $1.13M | Buy |
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|
2024
Q2 | $809K | Buy |
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|
2024
Q1 | $365K | Buy |
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|
2023
Q4 | $246K | Buy |
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|
2023
Q3 | $153K | Buy |
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|
2023
Q2 | $81K | Sell |
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|
2023
Q1 | $588K | Buy |
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|
2022
Q4 | $377K | Buy |
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|
2022
Q3 | $189K | Buy |
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|
2022
Q2 | $167K | Buy |
|