Cerity Partners’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 | $5.66M | Sell |
167,275
-5,761
| -3% | -$195K | 0.01% | 749 |
|
|
2025
Q1 | $5.3M | Buy |
173,036
+81,214
| +88% | +$2.49M | 0.01% | 709 |
|
|
2024
Q4 | $2.81M | Sell |
91,822
-37,158
| -29% | -$1.14M | 0.01% | 958 |
|
|
2024
Q3 | $3.99M | Buy |
128,980
+40,485
| +46% | +$1.25M | 0.01% | 805 |
|
|
2024
Q2 | $2.61M | Sell |
88,495
-50,397
| -36% | -$1.49M | 0.01% | 806 |
|
|
2024
Q1 | $4.27M | Buy |
138,892
+63,208
| +84% | +$1.94M | 0.01% | 691 |
|
|
2023
Q4 | $2.34M | Buy |
75,684
+24,409
| +48% | +$754K | 0.01% | 721 |
|
|
2023
Q3 | $1.26M | Buy |
51,275
+15,794
| +45% | +$389K | 0.01% | 685 |
|
|
2023
Q2 | $719K | Buy |
35,481
+9,093
| +34% | +$184K | ﹤0.01% | 1039 |
|
|
2023
Q1 | $563K | Buy |
26,388
+6,861
| +35% | +$146K | ﹤0.01% | 1237 |
|
|
2022
Q4 | $365K | Buy |
19,527
+2,878
| +17% | +$53.7K | ﹤0.01% | 1075 |
|
|
2022
Q3 | $241K | Buy |
16,649
+1,861
| +13% | +$26.9K | ﹤0.01% | 990 |
|
|
2022
Q2 | $240K | Buy |
+14,788
| New | +$240K | ﹤0.01% | 1011 |
|
|
2019
Q1 | – | Sell |
-34,873
| Closed | -$432K | – | 576 |
|
|
2018
Q4 | $432K | Sell |
34,873
-271
| -0.8% | -$3.36K | 0.03% | 336 |
|
|
2018
Q3 | $553K | Buy |
+35,144
| New | +$553K | 0.04% | 318 |
|
|
2018
Q1 | – | Sell |
-45,293
| Closed | -$833K | – | 582 |
|
|
2017
Q4 | $833K | Buy |
+45,293
| New | +$833K | 0.06% | 261 |
|