Concourse Financial Group Securities’s UBS Group UBS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,578
| Closed | -$54.7K | – | 7851 |
|
|
2024
Q4 | $54.7K | Sell |
1,578
-277
| -15% | -$9.6K | ﹤0.01% | 1174 |
|
|
2024
Q3 | $57.3K | Sell |
1,855
-141
| -7% | -$4.36K | ﹤0.01% | 1135 |
|
|
2024
Q2 | $59K | Sell |
1,996
-574
| -22% | -$17K | ﹤0.01% | 1111 |
|
|
2024
Q1 | $79K | Sell |
2,570
-54
| -2% | -$1.66K | 0.01% | 1006 |
|
|
2023
Q4 | $81.1K | Sell |
2,624
-340
| -11% | -$10.5K | 0.01% | 962 |
|
|
2023
Q3 | $73.1K | Sell |
2,964
-1,113
| -27% | -$27.4K | 0.01% | 948 |
|
|
2023
Q2 | $82.6K | Sell |
4,077
-378
| -8% | -$7.66K | 0.01% | 914 |
|
|
2023
Q1 | $95.1K | Sell |
4,455
-1,102
| -20% | -$23.5K | 0.01% | 885 |
|
|
2022
Q4 | $104K | Buy |
+5,557
| New | +$104K | 0.01% | 822 |
|
|
2022
Q3 | – | Sell |
-6,439
| Closed | -$104K | – | 7266 |
|
|
2022
Q2 | $104K | Sell |
6,439
-141
| -2% | -$2.28K | 0.01% | 797 |
|
|
2022
Q1 | $129K | Buy |
6,580
+6,425
| +4,145% | +$126K | 0.01% | 771 |
|
|
2021
Q4 | $3K | Buy |
155
+59
| +61% | +$1.14K | ﹤0.01% | 2154 |
|
|
2021
Q3 | $2K | Hold |
96
| – | – | ﹤0.01% | 2246 |
|
|
2021
Q2 | $1K | Hold |
96
| – | – | ﹤0.01% | 2313 |
|
|
2021
Q1 | $1K | Hold |
96
| – | – | ﹤0.01% | 2282 |
|
|
2020
Q4 | $1K | Buy |
+96
| New | +$1K | ﹤0.01% | 2234 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 5835 |
|
|
2020
Q2 | – | Sell |
-147
| Closed | -$1K | – | 5682 |
|
|
2020
Q1 | $1K | Buy |
+147
| New | +$1K | ﹤0.01% | 2092 |
|
|
2019
Q4 | – | Hold |
0
| – | – | – | 5533 |
|
|
2019
Q3 | – | Hold |
0
| – | – | – | 5370 |
|
|
2019
Q2 | – | Hold |
0
| – | – | – | 5431 |
|
|
2019
Q1 | – | Hold |
0
| – | – | – | 5337 |
|
|
2018
Q4 | – | Hold |
0
| – | – | – | 5239 |
|
|
2018
Q3 | – | Hold |
0
| – | – | – | 5057 |
|