Envestnet Asset Management’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 | $64.6M | Sell |
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|
2025
Q2 | $55.1M | Sell |
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|
2025
Q1 | $52.6M | Buy |
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|
2024
Q4 | $50.9M | Sell |
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|
2024
Q3 | $52.7M | Sell |
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|
2024
Q2 | $52.2M | Sell |
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|
2024
Q1 | $56.3M | Sell |
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|
2023
Q4 | $60.2M | Buy |
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|
2023
Q3 | $19.8M | Sell |
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|
2023
Q2 | $22.3M | Sell |
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|
2023
Q1 | $22.4M | Buy |
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|
2022
Q4 | $23.7M | Sell |
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|
2022
Q3 | $20.3M | Sell |
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|
2022
Q2 | $22.8M | Sell |
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|
2022
Q1 | $27.8M | Sell |
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|
2021
Q4 | $27.4M | Buy |
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|
2021
Q3 | $19.4M | Buy |
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|
2021
Q2 | $18.1M | Buy |
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|
2021
Q1 | $18M | Buy |
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|
2020
Q4 | $14.6M | Buy |
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|
2020
Q3 | $8.23M | Sell |
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|
2020
Q2 | $8.66M | Buy |
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|
2020
Q1 | $6.48M | Buy |
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|
2019
Q4 | $8.71M | Buy |
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|
2019
Q3 | $7.35M | Buy |
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|
2019
Q2 | $6.99M | Buy |
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|
2019
Q1 | $6.72M | Buy |
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|
2018
Q4 | $5.25M | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $2.99M | Sell |
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|
2018
Q1 | $3.46M | Sell |
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|
2017
Q4 | $7.36M | Buy |
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|
2017
Q3 | $6.51M | Buy |
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|
2017
Q2 | $6.04M | Buy |
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|
2017
Q1 | $5.52M | Sell |
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|
2016
Q4 | $5.48M | Buy |
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|
2016
Q3 | $4.53M | Sell |
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|
2016
Q2 | $6.04M | Buy |
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|
2016
Q1 | $6.46M | Buy |
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|
2015
Q4 | $7.81M | Sell |
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|
2015
Q3 | $7.91M | Buy |
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|
2015
Q2 | $8.58M | Buy |
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