Corient Private Wealth’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 | $6.22M | Buy |
184,012
+110,160
| +149% | +$3.73M | 0.01% | 702 |
|
|
2025
Q1 | $2.26M | Buy |
73,852
+562
| +0.8% | +$17.2K | ﹤0.01% | 928 |
|
|
2024
Q4 | $2.22M | Buy |
73,290
+797
| +1% | +$24.2K | ﹤0.01% | 957 |
|
|
2024
Q3 | $2.24M | Buy |
72,493
+8,395
| +13% | +$259K | ﹤0.01% | 1022 |
|
|
2024
Q2 | $1.89M | Buy |
64,098
+12,762
| +25% | +$377K | ﹤0.01% | 1039 |
|
|
2024
Q1 | $1.58M | Buy |
51,336
+8,836
| +21% | +$271K | ﹤0.01% | 1136 |
|
|
2023
Q4 | $1.31M | Sell |
42,500
-2,815
| -6% | -$87K | ﹤0.01% | 1177 |
|
|
2023
Q3 | $1.11M | Sell |
45,315
-123
| -0.3% | -$3.02K | ﹤0.01% | 1151 |
|
|
2023
Q2 | $919K | Buy |
45,438
+332
| +0.7% | +$6.72K | ﹤0.01% | 1186 |
|
|
2023
Q1 | $963K | Buy |
45,106
+27,415
| +155% | +$585K | ﹤0.01% | 1098 |
|
|
2022
Q4 | $329K | Buy |
+17,691
| New | +$329K | ﹤0.01% | 1298 |
|