Charles Schwab’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 | $11.2M | Buy |
331,410
+30,996
| +10% | +$1.05M | ﹤0.01% | 1959 |
|
|
2025
Q1 | $9.2M | Buy |
300,414
+41,088
| +16% | +$1.26M | ﹤0.01% | 1992 |
|
|
2024
Q4 | $7.86M | Buy |
259,326
+39,284
| +18% | +$1.19M | ﹤0.01% | 2123 |
|
|
2024
Q3 | $6.8M | Buy |
220,042
+33,089
| +18% | +$1.02M | ﹤0.01% | 2211 |
|
|
2024
Q2 | $5.52M | Buy |
186,953
+35,033
| +23% | +$1.03M | ﹤0.01% | 2318 |
|
|
2024
Q1 | $4.67M | Buy |
151,920
+37,564
| +33% | +$1.15M | ﹤0.01% | 2311 |
|
|
2023
Q4 | $3.53M | Buy |
114,356
+29,487
| +35% | +$911K | ﹤0.01% | 2454 |
|
|
2023
Q3 | $2.09M | Buy |
84,869
+41,112
| +94% | +$1.01M | ﹤0.01% | 2581 |
|
|
2023
Q2 | $887K | Buy |
43,757
+22,112
| +102% | +$448K | ﹤0.01% | 2813 |
|
|
2023
Q1 | $462K | Buy |
21,645
+5,940
| +38% | +$127K | ﹤0.01% | 2974 |
|
|
2022
Q4 | $293K | Buy |
+15,705
| New | +$293K | ﹤0.01% | 3118 |
|