CKW Financial Group’s UBS Group UBS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,200
| Closed | -$36K | – | 255 |
|
|
2024
Q4 | $36K | Hold |
1,200
| – | – | ﹤0.01% | 145 |
|
|
2024
Q3 | $37K | Sell |
1,200
-200
| -14% | -$6.17K | ﹤0.01% | 146 |
|
|
2024
Q2 | $42K | Hold |
1,400
| – | – | 0.01% | 141 |
|
|
2024
Q1 | $43K | Sell |
1,400
-1,300
| -48% | -$39.9K | 0.01% | 143 |
|
|
2023
Q4 | $83K | Hold |
2,700
| – | – | 0.01% | 110 |
|
|
2023
Q3 | $67K | Hold |
2,700
| – | – | 0.01% | 112 |
|
|
2023
Q2 | $55K | Hold |
2,700
| – | – | 0.01% | 122 |
|
|
2023
Q1 | $58K | Hold |
2,700
| – | – | 0.01% | 108 |
|
|
2022
Q4 | $50K | Hold |
2,700
| – | – | 0.01% | 114 |
|
|
2022
Q3 | $39K | Hold |
2,700
| – | – | 0.01% | 124 |
|
|
2022
Q2 | $44K | Hold |
2,700
| – | – | 0.01% | 120 |
|
|
2022
Q1 | $53K | Buy |
+2,700
| New | +$53K | 0.01% | 121 |
|
|
2015
Q3 | – | Sell |
-1,081
| Closed | -$23K | – | 288 |
|
|
2015
Q2 | $23K | Hold |
1,081
| – | – | 0.01% | 191 |
|
|
2015
Q1 | $21K | Buy |
+1,081
| New | +$21K | 0.01% | 205 |
|