CIM
Contravisory Investment Management’s UBS Group UBS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.7M | Sell |
345,381
-2,479
| -0.7% | -$83.8K | 2.3% | 6 |
|
|
2025
Q1 | $10.7M | Buy |
347,860
+31,355
| +10% | +$960K | 2.24% | 5 |
|
|
2024
Q4 | $9.6M | Sell |
316,505
-3,037
| -1% | -$92.1K | 2.05% | 11 |
|
|
2024
Q3 | $9.88M | Sell |
319,542
-922
| -0.3% | -$28.5K | 2.11% | 10 |
|
|
2024
Q2 | $9.47M | Sell |
320,464
-9,227
| -3% | -$273K | 2.1% | 11 |
|
|
2024
Q1 | $10.1M | Sell |
329,691
-8,822
| -3% | -$271K | 2.24% | 7 |
|
|
2023
Q4 | $10.5M | Sell |
338,513
-3,495
| -1% | -$108K | 2.56% | 3 |
|
|
2023
Q3 | $8.43M | Sell |
342,008
-14,743
| -4% | -$363K | 2.39% | 3 |
|
|
2023
Q2 | $7.23M | Buy |
356,751
+12,632
| +4% | +$256K | 1.91% | 19 |
|
|
2023
Q1 | $7.34M | Sell |
344,119
-5,118
| -1% | -$109K | 2.07% | 11 |
|
|
2022
Q4 | $6.52M | Buy |
349,237
+8,043
| +2% | +$150K | 1.81% | 23 |
|
|
2022
Q3 | $4.95M | Buy |
341,194
+3,694
| +1% | +$53.6K | 1.65% | 32 |
|
|
2022
Q2 | $5.47M | Buy |
337,500
+8,087
| +2% | +$131K | 1.78% | 29 |
|
|
2022
Q1 | $6.44M | Sell |
329,413
-3,688
| -1% | -$72.1K | 1.83% | 22 |
|
|
2021
Q4 | $5.95M | Buy |
333,101
+5,315
| +2% | +$95K | 1.61% | 24 |
|
|
2021
Q3 | $5.23M | Sell |
327,786
-5,054
| -2% | -$80.6K | 1.59% | 30 |
|
|
2021
Q2 | $5.11M | Sell |
332,840
-845
| -0.3% | -$13K | 1.51% | 37 |
|
|
2021
Q1 | $5.18M | Buy |
+333,685
| New | +$5.18M | 1.62% | 33 |
|