Brown Advisory’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 | $205K | Buy |
+6,051
| New | +$205K | ﹤0.01% | 1289 |
|
|
2024
Q2 | – | Sell |
-13,671
| Closed | -$420K | – | 1286 |
|
|
2024
Q1 | $420K | Buy |
+13,671
| New | +$420K | ﹤0.01% | 986 |
|
|
2016
Q3 | – | Sell |
-649,722
| Closed | -$8.42M | – | 1096 |
|
|
2016
Q2 | $8.42M | Sell |
649,722
-321
| -0% | -$4.16K | 0.03% | 300 |
|
|
2016
Q1 | $10.4M | Sell |
650,043
-382
| -0.1% | -$6.12K | 0.04% | 269 |
|
|
2015
Q4 | $12.6M | Buy |
650,425
+486
| +0.1% | +$9.41K | 0.04% | 243 |
|
|
2015
Q3 | $12M | Buy |
+649,939
| New | +$12M | 0.04% | 245 |
|