Clarius Group LLC’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 | $751K | Sell |
22,227
-1,801
| -7% | -$60.9K | 0.04% | 183 |
|
|
2025
Q1 | $735K | Buy |
24,028
+6,119
| +34% | +$187K | 0.05% | 186 |
|
|
2024
Q4 | $543K | Sell |
17,909
-850
| -5% | -$25.8K | 0.04% | 206 |
|
|
2024
Q3 | $580K | Sell |
18,759
-9,072
| -33% | -$280K | 0.04% | 197 |
|
|
2024
Q2 | $822K | Sell |
27,831
-2,218
| -7% | -$65.5K | 0.06% | 140 |
|
|
2024
Q1 | $923K | Sell |
30,049
-953
| -3% | -$29.3K | 0.06% | 127 |
|
|
2023
Q4 | $958K | Sell |
31,002
-346
| -1% | -$10.7K | 0.08% | 130 |
|
|
2023
Q3 | $773K | Sell |
31,348
-4,365
| -12% | -$108K | 0.07% | 142 |
|
|
2023
Q2 | $724K | Buy |
35,713
+2,568
| +8% | +$52K | 0.06% | 196 |
|
|
2023
Q1 | $707K | Buy |
33,145
+487
| +1% | +$10.4K | 0.06% | 181 |
|
|
2022
Q4 | $609K | Buy |
32,658
+8,626
| +36% | +$161K | 0.05% | 205 |
|
|
2022
Q3 | $349K | Buy |
24,032
+6,570
| +38% | +$95.4K | 0.03% | 298 |
|
|
2022
Q2 | $283K | Buy |
17,462
+1,124
| +7% | +$18.2K | 0.03% | 353 |
|
|
2022
Q1 | $292K | Hold |
16,338
| – | – | 0.02% | 368 |
|
|
2021
Q4 | $292K | Buy |
16,338
+4,766
| +41% | +$85.2K | 0.02% | 368 |
|
|
2021
Q3 | $185K | Buy |
11,572
+1,132
| +11% | +$18.1K | 0.02% | 412 |
|
|
2021
Q2 | $160K | Buy |
+10,440
| New | +$160K | 0.01% | 412 |
|