Checchi Capital Advisers’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 | $831K | Sell |
24,581
-711
| -3% | -$24K | 0.05% | 240 |
|
|
2025
Q1 | $775K | Buy |
25,292
+1,796
| +8% | +$55K | 0.04% | 248 |
|
|
2024
Q4 | $712K | Buy |
23,496
+917
| +4% | +$27.8K | 0.04% | 250 |
|
|
2024
Q3 | $698K | Buy |
22,579
+225
| +1% | +$6.96K | 0.04% | 259 |
|
|
2024
Q2 | $660K | Buy |
22,354
+40
| +0.2% | +$1.18K | 0.03% | 256 |
|
|
2024
Q1 | $685K | Sell |
22,314
-1,194
| -5% | -$36.7K | 0.05% | 258 |
|
|
2023
Q4 | $726K | Buy |
23,508
+5,074
| +28% | +$157K | 0.06% | 228 |
|
|
2023
Q3 | $454K | Buy |
18,434
+1,567
| +9% | +$38.6K | 0.04% | 309 |
|
|
2023
Q2 | $342K | Buy |
16,867
+992
| +6% | +$20.1K | 0.03% | 381 |
|
|
2023
Q1 | $339K | Sell |
15,875
-368
| -2% | -$7.85K | 0.03% | 375 |
|
|
2022
Q4 | $303K | Buy |
16,243
+1,178
| +8% | +$22K | 0.03% | 396 |
|
|
2022
Q3 | $219K | Hold |
15,065
| – | – | 0.02% | 491 |
|
|
2022
Q2 | $245K | Buy |
15,065
+1,873
| +14% | +$30.5K | 0.02% | 484 |
|
|
2022
Q1 | $258K | Buy |
13,192
+207
| +2% | +$4.05K | 0.02% | 444 |
|
|
2021
Q4 | $232K | Buy |
12,985
+2,187
| +20% | +$39.1K | 0.02% | 461 |
|
|
2021
Q3 | $172K | Buy |
10,798
+413
| +4% | +$6.58K | 0.02% | 494 |
|
|
2021
Q2 | $159K | Buy |
10,385
+290
| +3% | +$4.44K | 0.02% | 513 |
|
|
2021
Q1 | $157K | Buy |
+10,095
| New | +$157K | 0.02% | 494 |
|
|
2020
Q1 | – | Sell |
-17,757
| Closed | -$223K | – | 452 |
|
|
2019
Q4 | $223K | Sell |
17,757
-1,535
| -8% | -$19.3K | 0.03% | 378 |
|
|
2019
Q3 | $218K | Buy |
+19,292
| New | +$218K | 0.03% | 370 |
|
|
2019
Q2 | – | Sell |
-17,186
| Closed | -$208K | – | 437 |
|
|
2019
Q1 | $208K | Sell |
17,186
-2,293
| -12% | -$27.8K | 0.02% | 364 |
|
|
2018
Q4 | $241K | Sell |
19,479
-5,813
| -23% | -$71.9K | 0.03% | 293 |
|
|
2018
Q3 | $398K | Buy |
25,292
+5,062
| +25% | +$79.7K | 0.05% | 254 |
|
|
2018
Q2 | $310K | Buy |
20,230
+1,415
| +8% | +$21.7K | 0.04% | 286 |
|
|
2018
Q1 | $332K | Buy |
18,815
+856
| +5% | +$15.1K | 0.04% | 266 |
|
|
2017
Q4 | $330K | Buy |
17,959
+2,267
| +14% | +$41.7K | 0.04% | 276 |
|
|
2017
Q3 | $269K | Sell |
15,692
-10,792
| -41% | -$185K | 0.03% | 296 |
|
|
2017
Q2 | $450K | Buy |
26,484
+9,642
| +57% | +$164K | 0.05% | 184 |
|
|
2017
Q1 | $269K | Sell |
16,842
-518
| -3% | -$8.27K | 0.03% | 304 |
|
|
2016
Q4 | $272K | Sell |
17,360
-4,123
| -19% | -$64.6K | 0.04% | 285 |
|
|
2016
Q3 | $293K | Buy |
21,483
+681
| +3% | +$9.29K | 0.03% | 249 |
|
|
2016
Q2 | $270K | Buy |
20,802
+572
| +3% | +$7.42K | 0.03% | 252 |
|
|
2016
Q1 | $324K | Buy |
20,230
+2,313
| +13% | +$37K | 0.07% | 220 |
|
|
2015
Q4 | $347K | Buy |
17,917
+1,954
| +12% | +$37.8K | 0.09% | 202 |
|
|
2015
Q3 | $294K | Buy |
+15,963
| New | +$294K | 0.08% | 210 |
|
|
2015
Q1 | – | Sell |
-14,327
| Closed | -$237K | – | 359 |
|
|
2014
Q4 | $237K | Buy |
+14,327
| New | +$237K | 0.09% | 247 |
|