Dorsey & Whitney Trust’s UBS Group UBS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $531K | Sell |
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|
2025
Q2 | $635K | Sell |
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|
2025
Q1 | $640K | Buy |
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|
2024
Q4 | $623K | Buy |
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|
2024
Q3 | $631K | Buy |
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|
2024
Q2 | $599K | Sell |
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|
2024
Q1 | $625K | Sell |
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|
2023
Q4 | $629K | Sell |
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|
2023
Q3 | $518K | Sell |
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|
2023
Q2 | $481K | Buy |
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|
2023
Q1 | $380K | Buy |
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|
2022
Q4 | $271K | Sell |
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|
2022
Q3 | $265K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $224K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $181K | Buy |
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|
2021
Q2 | $169K | Hold |
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|
2021
Q1 | $171K | Hold |
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|
2020
Q4 | $155K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $323K | Sell |
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|
2018
Q2 | $317K | Sell |
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|
2018
Q1 | $408K | Hold |
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|
2017
Q4 | $425K | Buy |
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|
2017
Q3 | $338K | Sell |
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|
2017
Q2 | $436K | Hold |
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|
2017
Q1 | $409K | Buy |
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|
2016
Q4 | $393K | Buy |
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|
2016
Q3 | $201K | Buy |
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|
2016
Q2 | $157K | Sell |
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|
2016
Q1 | $201K | Buy |
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|
2015
Q4 | $199K | Sell |
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|
2015
Q3 | $220K | Buy |
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|
2015
Q2 | $244K | Buy |
|