Ethic Inc’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 | $931K | Buy |
27,845
+1,158
| +4% | +$38.7K | 0.02% | 636 |
|
|
2025
Q1 | $810K | Sell |
26,687
-24
| -0.1% | -$728 | 0.02% | 645 |
|
|
2024
Q4 | $810K | Buy |
26,711
+4,025
| +18% | +$122K | 0.02% | 658 |
|
|
2024
Q3 | $697K | Sell |
22,686
-8,044
| -26% | -$247K | 0.02% | 677 |
|
|
2024
Q2 | $908K | Buy |
30,730
+8,044
| +35% | +$238K | 0.02% | 590 |
|
|
2024
Q1 | $697K | Buy |
22,686
+266
| +1% | +$8.17K | 0.02% | 677 |
|
|
2023
Q4 | $693K | Buy |
22,420
+6,431
| +40% | +$199K | 0.02% | 646 |
|
|
2023
Q3 | $394K | Sell |
15,989
-979
| -6% | -$24.1K | 0.01% | 746 |
|
|
2023
Q2 | $344K | Buy |
16,968
+5,566
| +49% | +$113K | 0.01% | 751 |
|
|
2023
Q1 | $243K | Sell |
11,402
-5,304
| -32% | -$113K | 0.01% | 845 |
|
|
2022
Q4 | $312K | Buy |
+16,706
| New | +$312K | 0.02% | 708 |
|
|
2022
Q1 | – | Sell |
-10,709
| Closed | -$191K | – | 776 |
|
|
2021
Q4 | $191K | Sell |
10,709
-6,994
| -40% | -$125K | 0.01% | 625 |
|
|
2021
Q3 | $282K | Sell |
17,703
-54,859
| -76% | -$874K | 0.03% | 497 |
|
|
2021
Q2 | $1.11M | Buy |
72,562
+31,515
| +77% | +$483K | 0.13% | 193 |
|
|
2021
Q1 | $637K | Buy |
41,047
+10,611
| +35% | +$165K | 0.11% | 230 |
|
|
2020
Q4 | $430K | Buy |
+30,436
| New | +$430K | 0.11% | 237 |
|