Copeland Capital Management’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 | $5.78K | Hold |
171
| – | – | ﹤0.01% | 241 |
|
|
2025
Q1 | $5.24K | Hold |
171
| – | – | ﹤0.01% | 242 |
|
|
2024
Q4 | $5.18K | Hold |
171
| – | – | ﹤0.01% | 245 |
|
|
2024
Q3 | $5.29K | Buy |
+171
| New | +$5.29K | ﹤0.01% | 229 |
|
|
2024
Q2 | – | Sell |
-171
| Closed | -$5.25K | – | 248 |
|
|
2024
Q1 | $5.25K | Hold |
171
| – | – | ﹤0.01% | 225 |
|
|
2023
Q4 | $5.28K | Hold |
171
| – | – | ﹤0.01% | 215 |
|
|
2023
Q3 | $4.22K | Sell |
171
-43
| -20% | -$1.06K | ﹤0.01% | 229 |
|
|
2023
Q2 | $4.34K | Hold |
214
| – | – | ﹤0.01% | 240 |
|
|
2023
Q1 | $5K | Hold |
214
| – | – | ﹤0.01% | 226 |
|
|
2022
Q4 | $4K | Hold |
214
| – | – | ﹤0.01% | 234 |
|
|
2022
Q3 | $3K | Hold |
214
| – | – | ﹤0.01% | 236 |
|
|
2022
Q2 | $3K | Hold |
214
| – | – | ﹤0.01% | 239 |
|
|
2022
Q1 | $4K | Buy |
214
+34
| +19% | +$636 | ﹤0.01% | 227 |
|
|
2021
Q4 | $3K | Hold |
180
| – | – | ﹤0.01% | 254 |
|
|
2021
Q3 | $3K | Hold |
180
| – | – | ﹤0.01% | 250 |
|
|
2021
Q2 | $3K | Buy |
+180
| New | +$3K | ﹤0.01% | 245 |
|