Cambridge Investment Research Advisors’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 | $936K | Buy |
|
|||||
|
2025
Q2 | $717K | Buy |
|
|||||
|
2025
Q1 | $629K | Sell |
|
|||||
|
2024
Q4 | $646K | Sell |
|
|||||
|
2024
Q3 | $669K | Buy |
|
|||||
|
2024
Q2 | $602K | Buy |
|
|||||
|
2024
Q1 | $613K | Buy |
|
|||||
|
2023
Q4 | $600K | Sell |
|
|||||
|
2023
Q3 | $493K | Sell |
|
|||||
|
2023
Q2 | $424K | Sell |
|
|||||
|
2023
Q1 | $478K | Sell |
|
|||||
|
2022
Q4 | $420K | Sell |
|
|||||
|
2022
Q3 | $352K | Sell |
|
|||||
|
2022
Q2 | $420K | Buy |
|
|||||
|
2022
Q1 | $483K | Buy |
|
|||||
|
2021
Q4 | $417K | Buy |
|
|||||
|
2021
Q3 | $365K | Buy |
|
|||||
|
2021
Q2 | $327K | Sell |
|
|||||
|
2021
Q1 | $340K | Buy |
|
|||||
|
2020
Q4 | $295K | Sell |
|
|||||
|
2020
Q3 | $283K | Buy |
|
|||||
|
2020
Q2 | $252K | Sell |
|
|||||
|
2020
Q1 | $203K | Buy |
|
|||||
|
2019
Q4 | $253K | Buy |
|
|||||
|
2019
Q3 | $207K | Sell |
|
|||||
|
2019
Q2 | $237K | Buy |
|
|||||
|
2019
Q1 | $219K | Buy |
|
|||||
|
2018
Q4 | $217K | Buy |
|
|||||
|
2018
Q3 | $275K | Buy |
|
|||||
|
2018
Q2 | $256K | Sell |
|
|||||
|
2018
Q1 | $308K | Sell |
|
|||||
|
2017
Q4 | $392K | Buy |
|
|||||
|
2017
Q3 | $358K | Sell |
|
|||||
|
2017
Q2 | $423K | Sell |
|
|||||
|
2017
Q1 | $449K | Sell |
|
|||||
|
2016
Q4 | $1.38M | Buy |
|
|||||
|
2016
Q3 | $560K | Buy |
|
|||||
|
2016
Q2 | $293K | Buy |
|