Brinker Capital Investments’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 | $3.24M | Sell |
95,852
-12,689
| -12% | -$429K | 0.03% | 552 |
|
|
2025
Q1 | $3.32M | Sell |
108,541
-27,232
| -20% | -$834K | 0.03% | 487 |
|
|
2024
Q4 | $4.12M | Sell |
135,773
-165
| -0.1% | -$5K | 0.04% | 385 |
|
|
2024
Q3 | $4.2M | Buy |
135,938
+2,313
| +2% | +$71.5K | 0.04% | 388 |
|
|
2024
Q2 | $3.95M | Buy |
133,625
+2,371
| +2% | +$70K | 0.04% | 381 |
|
|
2024
Q1 | $4.03M | Buy |
131,254
+117
| +0.1% | +$3.59K | 0.04% | 378 |
|
|
2023
Q4 | $3.98M | Sell |
131,137
-15,691
| -11% | -$476K | 0.05% | 361 |
|
|
2023
Q3 | $3.62M | Buy |
146,828
+30,340
| +26% | +$748K | 0.04% | 382 |
|
|
2023
Q2 | $2.36M | Sell |
116,488
-21,546
| -16% | -$437K | 0.03% | 577 |
|
|
2023
Q1 | $2.95M | Sell |
138,034
-25,417
| -16% | -$542K | 0.04% | 435 |
|
|
2022
Q4 | $3.05M | Sell |
163,451
-17,209
| -10% | -$321K | 0.06% | 324 |
|
|
2022
Q3 | $2.62M | Sell |
180,660
-1,285
| -0.7% | -$18.6K | 0.05% | 356 |
|
|
2022
Q2 | $2.95M | Buy |
181,945
+6,789
| +4% | +$110K | 0.06% | 329 |
|
|
2022
Q1 | $3.42M | Sell |
175,156
-8,351
| -5% | -$163K | 0.05% | 347 |
|
|
2021
Q4 | $3.28M | Sell |
183,507
-4,452
| -2% | -$79.6K | 0.05% | 397 |
|
|
2021
Q3 | $2.88M | Hold |
187,959
| – | – | 0.05% | 429 |
|
|
2021
Q2 | $2.88M | Buy |
187,959
+44,238
| +31% | +$679K | 0.04% | 485 |
|
|
2021
Q1 | $2.23M | Buy |
143,721
+124,153
| +634% | +$1.93M | 0.03% | 477 |
|
|
2020
Q4 | $276K | Sell |
19,568
-126,333
| -87% | -$1.78M | ﹤0.01% | 941 |
|
|
2020
Q3 | $1.63M | Buy |
+145,901
| New | +$1.63M | 0.03% | 537 |
|