Commonwealth Equity Services’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 | $1.29M | Sell |
38,098
-10,956
| -22% | -$370K | ﹤0.01% | 2361 |
|
|
2025
Q1 | $1.5M | Buy |
49,054
+1,474
| +3% | +$45.2K | ﹤0.01% | 2142 |
|
|
2024
Q4 | $1.44M | Sell |
47,580
-3,255
| -6% | -$98.7K | ﹤0.01% | 2117 |
|
|
2024
Q3 | $1.57M | Buy |
50,835
+9,426
| +23% | +$291K | ﹤0.01% | 1993 |
|
|
2024
Q2 | $1.22M | Sell |
41,409
-21,739
| -34% | -$642K | ﹤0.01% | 2131 |
|
|
2024
Q1 | $1.94M | Buy |
63,148
+28,494
| +82% | +$875K | ﹤0.01% | 1811 |
|
|
2023
Q4 | $1.07M | Sell |
34,654
-1,951
| -5% | -$60.3K | ﹤0.01% | 2130 |
|
|
2023
Q3 | $902K | Buy |
36,605
+3,543
| +11% | +$87.3K | ﹤0.01% | 2150 |
|
|
2023
Q2 | $670K | Buy |
33,062
+9,355
| +39% | +$190K | ﹤0.01% | 2389 |
|
|
2023
Q1 | $505 | Buy |
23,707
+1,415
| +6% | +$30 | ﹤0.01% | 2547 |
|
|
2022
Q4 | $416K | Buy |
22,292
+4,094
| +22% | +$76.4K | ﹤0.01% | 2620 |
|
|
2022
Q3 | $264K | Sell |
18,198
-691
| -4% | -$10K | ﹤0.01% | 2928 |
|
|
2022
Q2 | $306K | Buy |
18,889
+4,585
| +32% | +$74.3K | ﹤0.01% | 2830 |
|
|
2022
Q1 | $279K | Sell |
14,304
-103
| -0.7% | -$2.01K | ﹤0.01% | 3032 |
|
|
2021
Q4 | $257K | Buy |
14,407
+2,573
| +22% | +$45.9K | ﹤0.01% | 3103 |
|
|
2021
Q3 | $188K | Sell |
11,834
-4,110
| -26% | -$65.3K | ﹤0.01% | 3297 |
|
|
2021
Q2 | $244K | Buy |
15,944
+57
| +0.4% | +$872 | ﹤0.01% | 3096 |
|
|
2021
Q1 | $246K | Buy |
15,887
+459
| +3% | +$7.11K | ﹤0.01% | 2954 |
|
|
2020
Q4 | $218K | Sell |
15,428
-2,689
| -15% | -$38K | ﹤0.01% | 2845 |
|
|
2020
Q3 | $202K | Sell |
18,117
-5,794
| -24% | -$64.6K | ﹤0.01% | 2715 |
|
|
2020
Q2 | $275K | Sell |
23,911
-1,428
| -6% | -$16.4K | ﹤0.01% | 2338 |
|
|
2020
Q1 | $234K | Buy |
25,339
+2,675
| +12% | +$24.7K | ﹤0.01% | 2253 |
|
|
2019
Q4 | $285K | Buy |
22,664
+3,178
| +16% | +$40K | ﹤0.01% | 2364 |
|
|
2019
Q3 | $220K | Sell |
19,486
-3,830
| -16% | -$43.2K | ﹤0.01% | 2488 |
|
|
2019
Q2 | $276K | Buy |
23,316
+3,660
| +19% | +$43.3K | ﹤0.01% | 2259 |
|
|
2019
Q1 | $238K | Sell |
19,656
-2,233
| -10% | -$27K | ﹤0.01% | 2337 |
|
|
2018
Q4 | $270K | Buy |
21,889
+1,426
| +7% | +$17.6K | ﹤0.01% | 2105 |
|
|
2018
Q3 | $321K | Sell |
20,463
-2,203
| -10% | -$34.6K | ﹤0.01% | 2111 |
|
|
2018
Q2 | $348K | Buy |
22,666
+2,876
| +15% | +$44.2K | ﹤0.01% | 2000 |
|
|
2018
Q1 | $349K | Buy |
19,790
+2,887
| +17% | +$50.9K | ﹤0.01% | 1951 |
|
|
2017
Q4 | $311K | Buy |
16,903
+1,179
| +7% | +$21.7K | ﹤0.01% | 2028 |
|
|
2017
Q3 | $270K | Sell |
15,724
-6,645
| -30% | -$114K | ﹤0.01% | 2055 |
|
|
2017
Q2 | $380K | Buy |
22,369
+1,436
| +7% | +$24.4K | ﹤0.01% | 1749 |
|
|
2017
Q1 | $334K | Buy |
20,933
+1,702
| +9% | +$27.2K | ﹤0.01% | 1778 |
|
|
2016
Q4 | $301K | Sell |
19,231
-783
| -4% | -$12.3K | ﹤0.01% | 1768 |
|
|
2016
Q3 | $273K | Buy |
20,014
+3,573
| +22% | +$48.7K | ﹤0.01% | 1785 |
|
|
2016
Q2 | $213K | Buy |
16,441
+1,818
| +12% | +$23.6K | ﹤0.01% | 1908 |
|
|
2016
Q1 | $234K | Buy |
+14,623
| New | +$234K | ﹤0.01% | 1805 |
|