Callan Capital’s UBS Group UBS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $792K | Buy |
25,867
+3,623
| +16% | +$111K | 0.06% | 145 |
|
|
2024
Q4 | $674K | Buy |
22,244
+914
| +4% | +$27.7K | 0.05% | 138 |
|
|
2024
Q3 | $659K | Buy |
21,330
+4,875
| +30% | +$151K | 0.05% | 147 |
|
|
2024
Q2 | $486K | Buy |
16,455
+2,200
| +15% | +$65K | 0.04% | 165 |
|
|
2024
Q1 | $438K | Buy |
+14,255
| New | +$438K | 0.04% | 156 |
|