D.A. Davidson & Co’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 | $335K | Buy |
9,902
+82
| +0.8% | +$2.77K | ﹤0.01% | 1191 |
|
|
2025
Q1 | $301K | Hold |
9,820
| – | – | ﹤0.01% | 1200 |
|
|
2024
Q4 | $298K | Buy |
9,820
+70
| +0.7% | +$2.12K | ﹤0.01% | 1206 |
|
|
2024
Q3 | $301K | Buy |
9,750
+20
| +0.2% | +$618 | ﹤0.01% | 1182 |
|
|
2024
Q2 | $287K | Hold |
9,730
| – | – | ﹤0.01% | 1181 |
|
|
2024
Q1 | $299K | Sell |
9,730
-73
| -0.7% | -$2.24K | ﹤0.01% | 1176 |
|
|
2023
Q4 | $303K | Buy |
+9,803
| New | +$303K | ﹤0.01% | 1122 |
|
|
2019
Q2 | – | Sell |
-28,194
| Closed | -$342K | – | 1142 |
|
|
2019
Q1 | $342K | Buy |
+28,194
| New | +$342K | 0.01% | 822 |
|
|
2017
Q4 | – | Sell |
-28,366
| Closed | -$486K | – | 1136 |
|
|
2017
Q3 | $486K | Buy |
28,366
+47
| +0.2% | +$805 | 0.01% | 687 |
|
|
2017
Q2 | $480K | Sell |
28,319
-904
| -3% | -$15.3K | 0.01% | 638 |
|
|
2017
Q1 | $466K | Buy |
29,223
+670
| +2% | +$10.7K | 0.01% | 628 |
|
|
2016
Q4 | $447K | Sell |
28,553
-2,428
| -8% | -$38K | 0.01% | 688 |
|
|
2016
Q3 | $420K | Sell |
30,981
-2,336
| -7% | -$31.7K | 0.01% | 692 |
|
|
2016
Q2 | $431K | Buy |
33,317
+3,050
| +10% | +$39.5K | 0.01% | 587 |
|
|
2016
Q1 | $484K | Buy |
30,267
+1,812
| +6% | +$29K | 0.02% | 540 |
|
|
2015
Q4 | $550K | Sell |
28,455
-3,251
| -10% | -$62.8K | 0.02% | 516 |
|
|
2015
Q3 | $586K | Sell |
31,706
-23,625
| -43% | -$437K | 0.02% | 495 |
|
|
2015
Q2 | $1.17M | Buy |
55,331
+37,032
| +202% | +$784K | 0.04% | 374 |
|
|
2015
Q1 | $342K | Sell |
18,299
-23,149
| -56% | -$433K | 0.01% | 687 |
|
|
2014
Q4 | $706K | Buy |
+41,448
| New | +$706K | 0.02% | 489 |
|