DJE Kapital’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
$5.4M Sell
162,371
-290,646
-64% -$9.66M 0.13% 72
2025
Q1
$13.6M Buy
453,017
+217,831
+93% +$6.52M 0.4% 50
2024
Q4
$7.09M Buy
+235,186
New +$7.09M 0.17% 63