Covenant Partners’s UBS Group UBS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $406K | Hold |
|
|||||
|
2025
Q2 | $335K | Hold |
|
|||||
|
2025
Q1 | $303K | Hold |
|
|||||
|
2024
Q4 | $300K | Hold |
|
|||||
|
2024
Q3 | $306K | Sell |
|
|||||
|
2024
Q2 | $592K | Buy |
|
|||||
|
2024
Q1 | $304K | Sell |
|
|||||
|
2023
Q4 | $650K | Buy |
|
|||||
|
2023
Q3 | $244K | Hold |
|
|||||
|
2023
Q2 | $201K | Sell |
|
|||||
|
2023
Q1 | $219K | Buy |
|