Brown Brothers Harriman & Co’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 | $522K | Buy |
15,429
+199
| +1% | +$6.73K | ﹤0.01% | 449 |
|
|
2025
Q1 | $466K | Hold |
15,230
| – | – | ﹤0.01% | 410 |
|
|
2024
Q4 | $462K | Buy |
15,230
+15,000
| +6,522% | +$455K | ﹤0.01% | 421 |
|
|
2024
Q3 | $7.11K | Hold |
230
| – | – | ﹤0.01% | 1102 |
|
|
2024
Q2 | $6.79K | Hold |
230
| – | – | ﹤0.01% | 1007 |
|
|
2024
Q1 | $7.07K | Buy |
230
+113
| +97% | +$3.47K | ﹤0.01% | 1011 |
|
|
2023
Q4 | $3.62K | Buy |
+117
| New | +$3.62K | ﹤0.01% | 1022 |
|
|
2022
Q4 | – | Sell |
-770
| Closed | -$11K | – | 1505 |
|
|
2022
Q3 | $11K | Sell |
770
-2,368
| -75% | -$33.8K | ﹤0.01% | 1138 |
|
|
2022
Q2 | $51K | Hold |
3,138
| – | – | ﹤0.01% | 701 |
|
|
2022
Q1 | $61K | Hold |
3,138
| – | – | ﹤0.01% | 731 |
|
|
2021
Q4 | $56 | Hold |
3,138
| – | – | ﹤0.01% | 693 |
|
|
2021
Q3 | $50 | Hold |
3,138
| – | – | ﹤0.01% | 681 |
|
|
2021
Q2 | $48 | Buy |
3,138
+193
| +7% | +$3 | ﹤0.01% | 676 |
|
|
2021
Q1 | $46 | Buy |
+2,945
| New | +$46 | ﹤0.01% | 661 |
|
|
2020
Q2 | – | Sell |
-554
| Closed | -$5K | – | 1193 |
|
|
2020
Q1 | $5K | Buy |
+554
| New | +$5K | ﹤0.01% | 809 |
|
|
2019
Q2 | – | Sell |
-26
| Closed | – | – | 1227 |
|
|
2019
Q1 | $0 | Buy |
+26
| New | – | ﹤0.01% | 1113 |
|
|
2017
Q4 | – | Sell |
-775
| Closed | -$13K | – | 1211 |
|
|
2017
Q3 | $13K | Sell |
775
-1,091
| -58% | -$18.3K | ﹤0.01% | 644 |
|
|
2017
Q2 | $32K | Buy |
+1,866
| New | +$32K | ﹤0.01% | 529 |
|
|
2016
Q1 | – | Sell |
-144
| Closed | -$3K | – | 736 |
|
|
2015
Q4 | $3K | Hold |
144
| – | – | ﹤0.01% | 702 |
|
|
2015
Q3 | $3K | Buy |
+144
| New | +$3K | ﹤0.01% | 766 |
|