Caprock Group’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 | $1.09M | Buy |
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|
2025
Q1 | $544K | Buy |
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|
2024
Q4 | $362K | Buy |
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|
2024
Q3 | $330K | Buy |
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|
2024
Q2 | $296K | Sell |
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|
2024
Q1 | $319K | Buy |
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|
2023
Q4 | $310K | Buy |
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|
2023
Q3 | $233K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $274K | Sell |
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|
2021
Q2 | $337K | Buy |
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|
2021
Q1 | $298K | Sell |
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|
2020
Q4 | $286K | Buy |
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|
2020
Q3 | $216K | Buy |
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|
2020
Q2 | $223K | Buy |
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|
2020
Q1 | $136K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $145K | Sell |
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|
2019
Q2 | $161K | Sell |
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|
2019
Q1 | $276K | Buy |
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|
2018
Q4 | $254K | Buy |
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|
2018
Q3 | $263K | Sell |
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|
2018
Q2 | $258K | Sell |
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|
2018
Q1 | $368K | Buy |
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|
2017
Q4 | $389K | Buy |
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|
2017
Q3 | $339K | Buy |
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|
2017
Q2 | $307K | Buy |
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|
2016
Q2 | – | Sell |
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|
2016
Q1 | $311K | Buy |
|