Cerity Partners’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 | $6.75M | Sell |
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|
2025
Q2 | $5.66M | Sell |
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|
2025
Q1 | $5.3M | Buy |
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|
2024
Q4 | $2.81M | Sell |
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|
2024
Q3 | $3.99M | Buy |
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|
2024
Q2 | $2.61M | Sell |
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|
2024
Q1 | $4.27M | Buy |
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|
2023
Q4 | $2.34M | Buy |
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|
2023
Q3 | $1.26M | Buy |
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|
2023
Q2 | $719K | Buy |
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|
2023
Q1 | $563K | Buy |
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|
2022
Q4 | $365K | Buy |
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|
2022
Q3 | $241K | Buy |
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|
2022
Q2 | $240K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $432K | Sell |
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|
2018
Q3 | $553K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $833K | Buy |
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