Coldstream Capital Management’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 | $885K | Buy |
26,179
+290
| +1% | +$9.81K | 0.01% | 456 |
|
|
2025
Q1 | $793K | Buy |
25,889
+998
| +4% | +$30.6K | 0.02% | 432 |
|
|
2024
Q4 | $755K | Buy |
24,891
+28
| +0.1% | +$849 | 0.02% | 446 |
|
|
2024
Q3 | $769K | Buy |
24,863
+1,980
| +9% | +$61.2K | 0.02% | 456 |
|
|
2024
Q2 | $676K | Buy |
22,883
+9,113
| +66% | +$269K | 0.02% | 434 |
|
|
2024
Q1 | $423K | Buy |
13,770
+724
| +6% | +$22.2K | 0.01% | 621 |
|
|
2023
Q4 | $403K | Buy |
+13,046
| New | +$403K | 0.01% | 591 |
|