Chicago Trust’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 | $702K | Buy |
20,743
+12,171
| +142% | +$412K | 0.1% | 186 |
|
|
2025
Q1 | $263K | Buy |
8,572
+860
| +11% | +$26.3K | 0.05% | 305 |
|
|
2024
Q4 | $234K | Sell |
7,712
-116
| -1% | -$3.52K | 0.04% | 308 |
|
|
2024
Q3 | $242K | Buy |
7,828
+1,031
| +15% | +$31.9K | 0.04% | 330 |
|
|
2024
Q2 | $201K | Buy |
+6,797
| New | +$201K | 0.04% | 302 |
|