Evergreen Capital Management’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 | $968K | Sell |
28,618
-1,570
| -5% | -$53.1K | 0.03% | 369 |
|
|
2025
Q1 | $925K | Buy |
30,188
+2,237
| +8% | +$68.5K | 0.03% | 346 |
|
|
2024
Q4 | $847K | Buy |
27,951
+3,634
| +15% | +$110K | 0.03% | 370 |
|
|
2024
Q3 | $752K | Buy |
24,317
+837
| +4% | +$25.9K | 0.03% | 383 |
|
|
2024
Q2 | $694K | Sell |
23,480
-608
| -3% | -$18K | 0.03% | 380 |
|
|
2024
Q1 | $740K | Buy |
24,088
+1,183
| +5% | +$36.3K | 0.03% | 340 |
|
|
2023
Q4 | $708K | Sell |
22,905
-936
| -4% | -$28.9K | 0.03% | 344 |
|
|
2023
Q3 | $588K | Buy |
23,841
+2,144
| +10% | +$52.9K | 0.03% | 357 |
|
|
2023
Q2 | $440K | Sell |
21,697
-375
| -2% | -$7.6K | 0.02% | 425 |
|
|
2023
Q1 | $471K | Buy |
22,072
+2,339
| +12% | +$49.9K | 0.02% | 389 |
|
|
2022
Q4 | $368K | Buy |
19,733
+6,643
| +51% | +$124K | 0.02% | 424 |
|
|
2022
Q3 | $190K | Buy |
13,090
+1,699
| +15% | +$24.7K | 0.01% | 572 |
|
|
2022
Q2 | $185K | Sell |
11,391
-3,121
| -22% | -$50.7K | 0.01% | 532 |
|
|
2022
Q1 | $284K | Buy |
14,512
+1,836
| +14% | +$35.9K | 0.01% | 496 |
|
|
2021
Q4 | $227K | Buy |
12,676
+2,593
| +26% | +$46.4K | 0.01% | 563 |
|
|
2021
Q3 | $161K | Sell |
10,083
-182
| -2% | -$2.91K | 0.01% | 559 |
|
|
2021
Q2 | $157K | Buy |
+10,265
| New | +$157K | 0.01% | 513 |
|
|
2020
Q2 | – | Sell |
-14,438
| Closed | -$134K | – | 425 |
|
|
2020
Q1 | $134K | Buy |
+14,438
| New | +$134K | 0.01% | 344 |
|