Ethic Inc’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 | $1.53M | Buy |
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|
2025
Q2 | $931K | Buy |
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|
2025
Q1 | $810K | Sell |
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|
2024
Q4 | $810K | Buy |
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|
2024
Q3 | $697K | Sell |
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|
2024
Q2 | $908K | Buy |
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|
2024
Q1 | $697K | Buy |
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|
2023
Q4 | $693K | Buy |
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|
2023
Q3 | $394K | Sell |
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|
2023
Q2 | $344K | Buy |
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|
2023
Q1 | $243K | Sell |
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|
2022
Q4 | $312K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $191K | Sell |
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|
2021
Q3 | $282K | Sell |
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|
2021
Q2 | $1.11M | Buy |
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|
2021
Q1 | $637K | Buy |
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|
2020
Q4 | $430K | Buy |
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