Federated Hermes’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 | $6.09K | Hold |
180
| – | – | ﹤0.01% | 1874 |
|
|
2025
Q1 | $5.51K | Buy |
180
+6
| +3% | +$184 | ﹤0.01% | 1865 |
|
|
2024
Q4 | $5.28K | Sell |
174
-18
| -9% | -$546 | ﹤0.01% | 1894 |
|
|
2024
Q3 | $5.94K | Hold |
192
| – | – | ﹤0.01% | 1847 |
|
|
2024
Q2 | $5.67K | Buy |
192
+18
| +10% | +$532 | ﹤0.01% | 1825 |
|
|
2024
Q1 | $5.35K | Hold |
174
| – | – | ﹤0.01% | 1829 |
|
|
2023
Q4 | $5.38K | Buy |
174
+32
| +23% | +$989 | ﹤0.01% | 1844 |
|
|
2023
Q3 | $3.5K | Buy |
+142
| New | +$3.5K | ﹤0.01% | 1920 |
|
|
2023
Q1 | – | Sell |
-101
| Closed | -$1.89K | – | 2263 |
|
|
2022
Q4 | $1.89K | Sell |
101
-11
| -10% | -$205 | ﹤0.01% | 2007 |
|
|
2022
Q3 | $2K | Hold |
112
| – | – | ﹤0.01% | 1986 |
|
|
2022
Q2 | $2K | Buy |
112
+70
| +167% | +$1.25K | ﹤0.01% | 1997 |
|
|
2022
Q1 | $1K | Buy |
+42
| New | +$1K | ﹤0.01% | 2119 |
|
|
2020
Q2 | – | Sell |
-160
| Closed | -$1K | – | 2378 |
|
|
2020
Q1 | $1K | Buy |
+160
| New | +$1K | ﹤0.01% | 2156 |
|
|
2016
Q2 | – | Sell |
-830
| Closed | -$13K | – | 2185 |
|
|
2016
Q1 | $13K | Buy |
+830
| New | +$13K | ﹤0.01% | 1776 |
|