DWA
Dorsey Wright & Associates’s UBS Group UBS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-98,068
| Closed | -$3M | – | 159 |
|
|
2025
Q1 | $3M | Sell |
98,068
-12,262
| -11% | -$376K | 0.77% | 55 |
|
|
2024
Q4 | $3.35M | Sell |
110,330
-31,345
| -22% | -$950K | 0.8% | 50 |
|
|
2024
Q3 | $4.38M | Buy |
141,675
+15,570
| +12% | +$481K | 1.04% | 31 |
|
|
2024
Q2 | $3.73M | Sell |
126,105
-2,169
| -2% | -$64.1K | 0.97% | 32 |
|
|
2024
Q1 | $3.94M | Sell |
128,274
-9,304
| -7% | -$286K | 1.03% | 27 |
|
|
2023
Q4 | $4.25M | Sell |
137,578
-10,675
| -7% | -$330K | 1.29% | 18 |
|
|
2023
Q3 | $3.65M | Sell |
148,253
-9,613
| -6% | -$237K | 1.14% | 22 |
|
|
2023
Q2 | $3.2M | Sell |
157,866
-14,339
| -8% | -$291K | 0.96% | 35 |
|
|
2023
Q1 | $3.68M | Sell |
172,205
-11,581
| -6% | -$247K | 1.11% | 21 |
|
|
2022
Q4 | $3.43M | Buy |
+183,786
| New | +$3.43M | 1% | 29 |
|
|
2022
Q2 | $3.32M | Sell |
204,847
-26,899
| -12% | -$436K | 0.97% | 39 |
|
|
2022
Q1 | $4.53M | Sell |
231,746
-3,820
| -2% | -$74.6K | 1.05% | 30 |
|
|
2021
Q4 | $4.21M | Buy |
+235,566
| New | +$4.21M | 0.87% | 47 |
|