Creative Planning’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 | $13.3M | Buy |
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|
2025
Q2 | $8.76M | Sell |
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|
2025
Q1 | $9.14M | Buy |
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|
2024
Q4 | $8.08M | Buy |
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|
2024
Q3 | $7.23M | Buy |
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|
2024
Q2 | $6.19M | Buy |
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|
2024
Q1 | $5.85M | Buy |
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|
2023
Q4 | $5.25M | Buy |
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|
2023
Q3 | $4.04M | Buy |
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|
2023
Q2 | $2.93M | Buy |
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|
2023
Q1 | $2.34M | Buy |
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|
2022
Q4 | $1.87M | Buy |
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|
2022
Q3 | $940K | Buy |
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|
2022
Q2 | $643K | Buy |
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|
2022
Q1 | $769K | Buy |
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|
2021
Q4 | $623K | Buy |
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|
2021
Q3 | $454K | Buy |
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|
2021
Q2 | $285K | Sell |
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|
2021
Q1 | $368K | Buy |
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|
2020
Q4 | $311K | Buy |
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|
2020
Q3 | $226K | Buy |
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|
2020
Q2 | $181K | Sell |
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|
2020
Q1 | $403K | Sell |
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|
2019
Q4 | $652K | Buy |
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|
2019
Q3 | $517K | Sell |
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|
2019
Q2 | $784K | Buy |
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|
2019
Q1 | $781K | Sell |
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|
2018
Q4 | $831K | Buy |
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|
2018
Q3 | $819K | Sell |
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|
2018
Q2 | $919K | Sell |
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|
2018
Q1 | $1.38M | Sell |
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|
2017
Q4 | $1.8M | Sell |
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|
2017
Q3 | $1.84M | Buy |
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|
2017
Q2 | $1.81M | Buy |
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|
2017
Q1 | $1.09M | Sell |
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|
2016
Q4 | $1.16M | Buy |
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|
2016
Q3 | $938K | Buy |
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|
2016
Q2 | $97K | Buy |
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|
2016
Q1 | $92K | Buy |
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|
2015
Q4 | $91K | Sell |
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|
2015
Q3 | $311K | Sell |
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|
2015
Q2 | $560K | Sell |
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|
2015
Q1 | $1.39M | Buy |
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|
2014
Q4 | $31K | Buy |
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