Cambridge Investment Research Advisors’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 | $717K | Buy |
21,196
+657
| +3% | +$22.2K | ﹤0.01% | 2223 |
|
|
2025
Q1 | $629K | Sell |
20,539
-768
| -4% | -$23.5K | ﹤0.01% | 2228 |
|
|
2024
Q4 | $646K | Sell |
21,307
-351
| -2% | -$10.6K | ﹤0.01% | 2221 |
|
|
2024
Q3 | $669K | Buy |
21,658
+1,266
| +6% | +$39.1K | ﹤0.01% | 2181 |
|
|
2024
Q2 | $602K | Buy |
20,392
+443
| +2% | +$13.1K | ﹤0.01% | 2146 |
|
|
2024
Q1 | $613K | Buy |
19,949
+522
| +3% | +$16K | ﹤0.01% | 2100 |
|
|
2023
Q4 | $600K | Sell |
19,427
-590
| -3% | -$18.2K | ﹤0.01% | 2043 |
|
|
2023
Q3 | $493K | Sell |
20,017
-908
| -4% | -$22.4K | ﹤0.01% | 2094 |
|
|
2023
Q2 | $424K | Sell |
20,925
-1,486
| -7% | -$30.1K | ﹤0.01% | 2254 |
|
|
2023
Q1 | $478K | Sell |
22,411
-93
| -0.4% | -$1.98K | ﹤0.01% | 2118 |
|
|
2022
Q4 | $420K | Sell |
22,504
-1,744
| -7% | -$32.5K | ﹤0.01% | 2159 |
|
|
2022
Q3 | $352K | Sell |
24,248
-1,674
| -6% | -$24.3K | ﹤0.01% | 2240 |
|
|
2022
Q2 | $420K | Buy |
25,922
+1,196
| +5% | +$19.4K | ﹤0.01% | 2094 |
|
|
2022
Q1 | $483K | Buy |
24,726
+1,412
| +6% | +$27.6K | ﹤0.01% | 2127 |
|
|
2021
Q4 | $417K | Buy |
23,314
+396
| +2% | +$7.08K | ﹤0.01% | 2258 |
|
|
2021
Q3 | $365K | Buy |
22,918
+1,583
| +7% | +$25.2K | ﹤0.01% | 2295 |
|
|
2021
Q2 | $327K | Sell |
21,335
-590
| -3% | -$9.04K | ﹤0.01% | 2400 |
|
|
2021
Q1 | $340K | Buy |
21,925
+1,021
| +5% | +$15.8K | ﹤0.01% | 2192 |
|
|
2020
Q4 | $295K | Sell |
20,904
-4,478
| -18% | -$63.2K | ﹤0.01% | 2155 |
|
|
2020
Q3 | $283K | Buy |
25,382
+3,566
| +16% | +$39.8K | ﹤0.01% | 1982 |
|
|
2020
Q2 | $252K | Sell |
21,816
-109
| -0.5% | -$1.26K | ﹤0.01% | 2025 |
|
|
2020
Q1 | $203K | Buy |
21,925
+1,815
| +9% | +$16.8K | ﹤0.01% | 1923 |
|
|
2019
Q4 | $253K | Buy |
20,110
+1,832
| +10% | +$23K | ﹤0.01% | 2026 |
|
|
2019
Q3 | $207K | Sell |
18,278
-1,720
| -9% | -$19.5K | ﹤0.01% | 2094 |
|
|
2019
Q2 | $237K | Buy |
19,998
+1,944
| +11% | +$23K | ﹤0.01% | 1900 |
|
|
2019
Q1 | $219K | Buy |
18,054
+522
| +3% | +$6.33K | ﹤0.01% | 2011 |
|
|
2018
Q4 | $217K | Buy |
17,532
+32
| +0.2% | +$396 | ﹤0.01% | 1871 |
|
|
2018
Q3 | $275K | Buy |
17,500
+803
| +5% | +$12.6K | ﹤0.01% | 1852 |
|
|
2018
Q2 | $256K | Sell |
16,697
-741
| -4% | -$11.4K | ﹤0.01% | 1847 |
|
|
2018
Q1 | $308K | Sell |
17,438
-3,894
| -18% | -$68.8K | ﹤0.01% | 1655 |
|
|
2017
Q4 | $392K | Buy |
21,332
+446
| +2% | +$8.2K | ﹤0.01% | 1465 |
|
|
2017
Q3 | $358K | Sell |
20,886
-4,029
| -16% | -$69.1K | ﹤0.01% | 1452 |
|
|
2017
Q2 | $423K | Sell |
24,915
-3,213
| -11% | -$54.5K | 0.01% | 1294 |
|
|
2017
Q1 | $449K | Sell |
28,128
-60,108
| -68% | -$959K | 0.01% | 1126 |
|
|
2016
Q4 | $1.38M | Buy |
88,236
+47,111
| +115% | +$738K | 0.03% | 548 |
|
|
2016
Q3 | $560K | Buy |
41,125
+18,520
| +82% | +$252K | 0.01% | 970 |
|
|
2016
Q2 | $293K | Buy |
+22,605
| New | +$293K | 0.01% | 1186 |
|