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 |
|