CAPTRUST Financial 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
Q2 | $72.3M | Buy |
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|
2025
Q1 | $65M | Sell |
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|
2024
Q4 | $65.2M | Sell |
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|
2024
Q3 | $66.8M | Sell |
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|
2024
Q2 | $64.5M | Sell |
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|
2024
Q1 | $68.1M | Buy |
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|
2023
Q4 | $68.9M | Buy |
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|
2023
Q3 | $54.5M | Sell |
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|
2023
Q2 | $45.3M | Sell |
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|
2023
Q1 | $48M | Sell |
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|
2022
Q4 | $42.7M | Sell |
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|
2022
Q3 | $33.7M | Buy |
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|
2022
Q2 | $31.1M | Buy |
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|
2022
Q1 | $33.9M | Buy |
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|
2021
Q4 | $29.3M | Sell |
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|
2021
Q3 | $26.3M | Sell |
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|
2021
Q2 | $27.5M | Buy |
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|
2021
Q1 | $27.4M | Buy |
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|
2020
Q4 | $24.5M | Buy |
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|
2020
Q3 | $17.5M | Sell |
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|
2020
Q2 | $20.2M | Buy |
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|
2020
Q1 | $14.7M | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $12K | Sell |
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|
2019
Q2 | $16K | Buy |
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|
2019
Q1 | $9K | Buy |
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|
2018
Q4 | $5K | Buy |
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|
2018
Q3 | $6K | Hold |
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|
2018
Q2 | $6K | Buy |
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|
2018
Q1 | $5K | Sell |
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|
2017
Q4 | $10K | Buy |
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