Credit Capital Investments’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 | $1.01M | Sell |
30,000
-13,000
| -30% | -$440K | 1.42% | 13 |
|
2025
Q1 | $1.32M | Hold |
43,000
| – | – | 2.26% | 12 |
|
2024
Q4 | $1.3M | Sell |
43,000
-3,000
| -7% | -$91K | 1.69% | 14 |
|
2024
Q3 | $1.42M | Sell |
46,000
-4,000
| -8% | -$124K | 1.76% | 14 |
|
2024
Q2 | $1.48M | Hold |
50,000
| – | – | 1.85% | 14 |
|
2024
Q1 | $1.54M | Sell |
50,000
-15,000
| -23% | -$461K | 1.9% | 17 |
|
2023
Q4 | $2.01M | Hold |
65,000
| – | – | 2.8% | 14 |
|
2023
Q3 | $1.6M | Sell |
65,000
-10,000
| -13% | -$247K | 2.12% | 16 |
|
2023
Q2 | $1.52M | Buy |
75,000
+30,000
| +67% | +$608K | 1.98% | 17 |
|
2023
Q1 | $960K | Buy |
+45,000
| New | +$960K | 1.25% | 19 |
|