Clarius Group LLC’s UBS Group UBS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $611K | Sell |
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|
2025
Q2 | $751K | Sell |
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|
2025
Q1 | $735K | Buy |
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|
2024
Q4 | $543K | Sell |
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|
2024
Q3 | $580K | Sell |
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|
2024
Q2 | $822K | Sell |
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|
2024
Q1 | $923K | Sell |
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|
2023
Q4 | $958K | Sell |
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|
2023
Q3 | $773K | Sell |
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|
2023
Q2 | $724K | Buy |
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|
2023
Q1 | $707K | Buy |
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|
2022
Q4 | $609K | Buy |
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|
2022
Q3 | $349K | Buy |
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|
2022
Q2 | $283K | Buy |
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|
2022
Q1 | $292K | Hold |
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|
2021
Q4 | $292K | Buy |
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|
2021
Q3 | $185K | Buy |
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|
2021
Q2 | $160K | Buy |
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