Capital Fund Management (CFM)’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 | $1.26M | Buy |
+37,132
| New | +$1.26M | ﹤0.01% | 719 |
|
|
2024
Q4 | – | Sell |
-18,053
| Closed | -$558K | – | 1121 |
|
|
2024
Q3 | $558K | Buy |
+18,053
| New | +$558K | ﹤0.01% | 644 |
|
|
2022
Q2 | – | Sell |
-10,403
| Closed | -$203K | – | 915 |
|
|
2022
Q1 | $203K | Buy |
+10,403
| New | +$203K | ﹤0.01% | 597 |
|
|
2019
Q2 | – | Sell |
-94,300
| Closed | -$1.14M | – | 1067 |
|
|
2019
Q1 | $1.14M | Buy |
+94,300
| New | +$1.14M | 0.01% | 468 |
|
|
2017
Q4 | – | Sell |
-56,100
| Closed | -$962K | – | 1141 |
|
|
2017
Q3 | $962K | Buy |
+56,100
| New | +$962K | 0.01% | 537 |
|
|
2017
Q1 | – | Sell |
-164,031
| Closed | -$2.57M | – | 1152 |
|
|
2016
Q4 | $2.57M | Buy |
+164,031
| New | +$2.57M | 0.02% | 389 |
|