Crossmark Global Holdings’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 | $9.41M | Buy |
278,366
+8,322
| +3% | +$281K | 0.15% | 163 |
|
|
2025
Q1 | $8.27M | Buy |
270,044
+10,365
| +4% | +$317K | 0.15% | 170 |
|
|
2024
Q4 | $7.87M | Buy |
259,679
+4,007
| +2% | +$121K | 0.14% | 169 |
|
|
2024
Q3 | $7.9M | Buy |
255,672
+69,592
| +37% | +$2.15M | 0.14% | 176 |
|
|
2024
Q2 | $5.5M | Sell |
186,080
-7,344
| -4% | -$217K | 0.11% | 222 |
|
|
2024
Q1 | $5.94M | Sell |
193,424
-8,124
| -4% | -$250K | 0.11% | 205 |
|
|
2023
Q4 | $6.23M | Buy |
201,548
+1,015
| +0.5% | +$31.4K | 0.13% | 191 |
|
|
2023
Q3 | $4.96M | Sell |
200,533
-15,630
| -7% | -$386K | 0.11% | 212 |
|
|
2023
Q2 | $4.81M | Sell |
216,163
-3,844
| -2% | -$85.6K | 0.1% | 225 |
|
|
2023
Q1 | $4.7M | Sell |
220,007
-3,202
| -1% | -$68.3K | 0.11% | 221 |
|
|
2022
Q4 | $4.17M | Sell |
223,209
-28,117
| -11% | -$525K | 0.1% | 231 |
|
|
2022
Q3 | $3.65M | Sell |
251,326
-4,709
| -2% | -$68.3K | 0.1% | 228 |
|
|
2022
Q2 | $4.15M | Sell |
256,035
-488
| -0.2% | -$7.92K | 0.11% | 213 |
|
|
2022
Q1 | $5.01M | Buy |
256,523
+6,658
| +3% | +$130K | 0.11% | 206 |
|
|
2021
Q4 | $4.47M | Buy |
249,865
+5,014
| +2% | +$89.6K | 0.1% | 219 |
|
|
2021
Q3 | $3.9M | Sell |
244,851
-9,772
| -4% | -$156K | 0.09% | 228 |
|
|
2021
Q2 | $3.91M | Sell |
254,623
-21,430
| -8% | -$329K | 0.09% | 233 |
|
|
2021
Q1 | $4.29M | Sell |
276,053
-21,589
| -7% | -$335K | 0.11% | 208 |
|
|
2020
Q4 | $4.21M | Buy |
297,642
+4,123
| +1% | +$58.3K | 0.11% | 203 |
|
|
2020
Q3 | $3.27M | Sell |
293,519
-5,624
| -2% | -$62.7K | 0.09% | 238 |
|
|
2020
Q2 | $3.45M | Buy |
299,143
+11,446
| +4% | +$132K | 0.1% | 224 |
|
|
2020
Q1 | $2.66M | Buy |
287,697
+10,818
| +4% | +$100K | 0.1% | 232 |
|
|
2019
Q4 | $3.48M | Sell |
276,879
-1,086
| -0.4% | -$13.7K | 0.1% | 240 |
|
|
2019
Q3 | $3.14M | Sell |
277,965
-41,280
| -13% | -$467K | 0.09% | 250 |
|
|
2019
Q2 | $3.78M | Sell |
319,245
-6,509
| -2% | -$77.1K | 0.11% | 226 |
|
|
2019
Q1 | $3.95M | Sell |
325,754
-360
| -0.1% | -$4.36K | 0.11% | 216 |
|
|
2018
Q4 | $4.04M | Sell |
326,114
-5,443
| -2% | -$67.4K | 0.13% | 207 |
|
|
2018
Q3 | $5.22M | Buy |
331,557
+51,881
| +19% | +$816K | 0.13% | 191 |
|
|
2018
Q2 | $4.29M | Sell |
279,676
-77,836
| -22% | -$1.19M | 0.12% | 212 |
|
|
2018
Q1 | $6.31M | Sell |
357,512
-717,162
| -67% | -$12.7M | 0.16% | 157 |
|
|
2017
Q4 | $19.8M | Buy |
1,074,674
+17,531
| +2% | +$322K | 0.47% | 37 |
|
|
2017
Q3 | $18.1M | Buy |
+1,057,143
| New | +$18.1M | 0.47% | 39 |
|
|
2016
Q3 | $18.1M | Buy |
+1,057,143
| New | +$18.1M | 0.47% | 39 |
|