Fiduciary 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 | $281K | Buy |
8,302
+80
| +1% | +$2.71K | ﹤0.01% | 700 |
|
|
2025
Q1 | $252K | Sell |
8,222
-924
| -10% | -$28.3K | ﹤0.01% | 712 |
|
|
2024
Q4 | $277K | Buy |
9,146
+1,072
| +13% | +$32.5K | ﹤0.01% | 587 |
|
|
2024
Q3 | $250K | Sell |
8,074
-5
| -0.1% | -$155 | ﹤0.01% | 601 |
|
|
2024
Q2 | $239K | Buy |
8,079
+4
| +0% | +$118 | ﹤0.01% | 577 |
|
|
2024
Q1 | $248K | Buy |
8,075
+1
| +0% | +$31 | ﹤0.01% | 591 |
|
|
2023
Q4 | $249K | Buy |
+8,074
| New | +$249K | ﹤0.01% | 571 |
|
|
2020
Q2 | – | Sell |
-13,061
| Closed | -$121K | – | 538 |
|
|
2020
Q1 | $121K | Hold |
13,061
| – | – | ﹤0.01% | 483 |
|
|
2019
Q4 | $164K | Hold |
13,061
| – | – | ﹤0.01% | 509 |
|
|
2019
Q3 | $148K | Buy |
13,061
+154
| +1% | +$1.75K | ﹤0.01% | 503 |
|
|
2019
Q2 | $153K | Buy |
+12,907
| New | +$153K | ﹤0.01% | 482 |
|
|
2017
Q3 | – | Sell |
-8,000
| Closed | -$136K | – | 505 |
|
|
2017
Q2 | $136K | Buy |
+8,000
| New | +$136K | ﹤0.01% | 488 |
|