Brinker Capital Investments’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 | $4.3M | Buy |
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|
2025
Q2 | $3.24M | Sell |
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|
2025
Q1 | $3.32M | Sell |
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|
2024
Q4 | $4.12M | Sell |
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|
2024
Q3 | $4.2M | Buy |
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|
2024
Q2 | $3.95M | Buy |
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|
2024
Q1 | $4.03M | Buy |
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|
2023
Q4 | $3.98M | Sell |
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|
2023
Q3 | $3.62M | Buy |
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|
2023
Q2 | $2.36M | Sell |
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|
2023
Q1 | $2.95M | Sell |
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|
2022
Q4 | $3.05M | Sell |
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|
2022
Q3 | $2.62M | Sell |
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|
2022
Q2 | $2.95M | Buy |
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|
2022
Q1 | $3.42M | Sell |
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|
2021
Q4 | $3.28M | Sell |
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|
2021
Q3 | $2.88M | Hold |
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|
2021
Q2 | $2.88M | Buy |
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|
2021
Q1 | $2.23M | Buy |
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|
2020
Q4 | $276K | Sell |
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|
2020
Q3 | $1.63M | Buy |
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