Equitable Trust’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 | $2.55M | Buy |
75,285
+1,136
| +2% | +$38.4K | 0.13% | 136 |
|
|
2025
Q1 | $2.27M | Sell |
74,149
-1,064
| -1% | -$32.6K | 0.13% | 144 |
|
|
2024
Q4 | $2.28M | Sell |
75,213
-1,364
| -2% | -$41.4K | 0.13% | 143 |
|
|
2024
Q3 | $2.37M | Sell |
76,577
-1,020
| -1% | -$31.5K | 0.15% | 132 |
|
|
2024
Q2 | $2.29M | Sell |
77,597
-1,399
| -2% | -$41.3K | 0.16% | 127 |
|
|
2024
Q1 | $2.43M | Buy |
78,996
+1,970
| +3% | +$60.5K | 0.17% | 120 |
|
|
2023
Q4 | $2.38M | Buy |
+77,026
| New | +$2.38M | 0.18% | 109 |
|