Creative Planning’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 | $8.76M | Sell |
259,110
-39,316
| -13% | -$1.33M | 0.01% | 549 |
|
|
2025
Q1 | $9.14M | Buy |
298,426
+31,874
| +12% | +$976K | 0.01% | 516 |
|
|
2024
Q4 | $8.08M | Buy |
266,552
+32,542
| +14% | +$987K | 0.01% | 524 |
|
|
2024
Q3 | $7.23M | Buy |
234,010
+24,338
| +12% | +$752K | 0.01% | 530 |
|
|
2024
Q2 | $6.19M | Buy |
209,672
+19,134
| +10% | +$565K | 0.01% | 548 |
|
|
2024
Q1 | $5.85M | Buy |
190,538
+20,499
| +12% | +$630K | 0.01% | 559 |
|
|
2023
Q4 | $5.25M | Buy |
170,039
+6,044
| +4% | +$187K | 0.01% | 552 |
|
|
2023
Q3 | $4.04M | Buy |
163,995
+19,639
| +14% | +$484K | 0.01% | 591 |
|
|
2023
Q2 | $2.93M | Buy |
144,356
+34,807
| +32% | +$706K | ﹤0.01% | 675 |
|
|
2023
Q1 | $2.34M | Buy |
109,549
+9,420
| +9% | +$201K | ﹤0.01% | 723 |
|
|
2022
Q4 | $1.87M | Buy |
100,129
+35,360
| +55% | +$660K | ﹤0.01% | 770 |
|
|
2022
Q3 | $940K | Buy |
64,769
+25,151
| +63% | +$365K | ﹤0.01% | 986 |
|
|
2022
Q2 | $643K | Buy |
39,618
+298
| +0.8% | +$4.84K | ﹤0.01% | 1172 |
|
|
2022
Q1 | $769K | Buy |
39,320
+4,481
| +13% | +$87.6K | ﹤0.01% | 1101 |
|
|
2021
Q4 | $623K | Buy |
34,839
+6,384
| +22% | +$114K | ﹤0.01% | 1191 |
|
|
2021
Q3 | $454K | Buy |
28,455
+9,906
| +53% | +$158K | ﹤0.01% | 1353 |
|
|
2021
Q2 | $285K | Sell |
18,549
-5,172
| -22% | -$79.5K | ﹤0.01% | 1587 |
|
|
2021
Q1 | $368K | Buy |
23,721
+1,702
| +8% | +$26.4K | ﹤0.01% | 1623 |
|
|
2020
Q4 | $311K | Buy |
22,019
+1,789
| +9% | +$25.3K | ﹤0.01% | 1582 |
|
|
2020
Q3 | $226K | Buy |
20,230
+4,507
| +29% | +$50.4K | ﹤0.01% | 1582 |
|
|
2020
Q2 | $181K | Sell |
15,723
-27,811
| -64% | -$320K | ﹤0.01% | 1536 |
|
|
2020
Q1 | $403K | Sell |
43,534
-8,255
| -16% | -$76.4K | ﹤0.01% | 1044 |
|
|
2019
Q4 | $652K | Buy |
51,789
+6,055
| +13% | +$76.2K | ﹤0.01% | 971 |
|
|
2019
Q3 | $517K | Sell |
45,734
-20,465
| -31% | -$231K | ﹤0.01% | 1039 |
|
|
2019
Q2 | $784K | Buy |
66,199
+1,695
| +3% | +$20.1K | ﹤0.01% | 860 |
|
|
2019
Q1 | $781K | Sell |
64,504
-2,603
| -4% | -$31.5K | ﹤0.01% | 827 |
|
|
2018
Q4 | $831K | Buy |
67,107
+15,020
| +29% | +$186K | ﹤0.01% | 737 |
|
|
2018
Q3 | $819K | Sell |
52,087
-7,809
| -13% | -$123K | ﹤0.01% | 842 |
|
|
2018
Q2 | $919K | Sell |
59,896
-18,181
| -23% | -$279K | ﹤0.01% | 783 |
|
|
2018
Q1 | $1.38M | Sell |
78,077
-19,815
| -20% | -$350K | 0.01% | 573 |
|
|
2017
Q4 | $1.8M | Sell |
97,892
-9,555
| -9% | -$176K | 0.01% | 488 |
|
|
2017
Q3 | $1.84M | Buy |
107,447
+984
| +0.9% | +$16.9K | 0.01% | 486 |
|
|
2017
Q2 | $1.81M | Buy |
106,463
+38,094
| +56% | +$647K | 0.01% | 468 |
|
|
2017
Q1 | $1.09M | Sell |
68,369
-5,324
| -7% | -$84.9K | 0.01% | 628 |
|
|
2016
Q4 | $1.16M | Buy |
73,693
+4,793
| +7% | +$75.1K | 0.01% | 571 |
|
|
2016
Q3 | $938K | Buy |
68,900
+61,418
| +821% | +$836K | 0.01% | 615 |
|
|
2016
Q2 | $97K | Buy |
7,482
+1,722
| +30% | +$22.3K | ﹤0.01% | 1693 |
|
|
2016
Q1 | $92K | Buy |
5,760
+1,069
| +23% | +$17.1K | ﹤0.01% | 1680 |
|
|
2015
Q4 | $91K | Sell |
4,691
-12,090
| -72% | -$235K | ﹤0.01% | 1674 |
|
|
2015
Q3 | $311K | Sell |
16,781
-9,654
| -37% | -$179K | ﹤0.01% | 947 |
|
|
2015
Q2 | $560K | Sell |
26,435
-47,386
| -64% | -$1M | 0.01% | 628 |
|
|
2015
Q1 | $1.39M | Buy |
73,821
+72,012
| +3,981% | +$1.35M | 0.01% | 363 |
|
|
2014
Q4 | $31K | Buy |
+1,809
| New | +$31K | ﹤0.01% | 2310 |
|