Commerce Bank’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
$222K Sell
6,561
-1,639
-20% -$55.4K ﹤0.01% 1128
2025
Q1
$251K Sell
8,200
-640
-7% -$19.6K ﹤0.01% 1065
2024
Q4
$268K Sell
8,840
-438
-5% -$13.3K ﹤0.01% 1055
2024
Q3
$287K Buy
9,278
+346
+4% +$10.7K ﹤0.01% 1072
2024
Q2
$264K Sell
8,932
-137
-2% -$4.05K ﹤0.01% 1064
2024
Q1
$279K Sell
9,069
-18
-0.2% -$553 ﹤0.01% 1051
2023
Q4
$281K Sell
9,087
-24
-0.3% -$742 ﹤0.01% 1033
2023
Q3
$225K Buy
+9,111
New +$225K ﹤0.01% 1054
2023
Q2
Sell
-10,118
Closed -$216K 1210
2023
Q1
$216K Sell
10,118
-662
-6% -$14.1K ﹤0.01% 1078
2022
Q4
$201K Sell
10,780
-242
-2% -$4.52K ﹤0.01% 1069
2022
Q3
$160K Sell
11,022
-172
-2% -$2.5K ﹤0.01% 1096
2022
Q2
$181K Buy
11,194
+265
+2% +$4.29K ﹤0.01% 1103
2022
Q1
$214K Hold
10,929
﹤0.01% 1117
2021
Q4
$196K Hold
10,929
﹤0.01% 1145
2021
Q3
$174K Sell
10,929
-41
-0.4% -$653 ﹤0.01% 1133
2021
Q2
$169K Buy
10,970
+716
+7% +$11K ﹤0.01% 1125
2021
Q1
$160K Buy
+10,254
New +$160K ﹤0.01% 1114
2020
Q4
Sell
-10,405
Closed -$116K 1100
2020
Q3
$116K Buy
10,405
+36
+0.3% +$401 ﹤0.01% 1000
2020
Q2
$120K Sell
10,369
-623
-6% -$7.21K ﹤0.01% 979
2020
Q1
$102K Buy
+10,992
New +$102K ﹤0.01% 907