Fiduciary Trust’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 | $359K | Buy |
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|
2025
Q2 | $281K | Buy |
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|
2025
Q1 | $252K | Sell |
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|
2024
Q4 | $277K | Buy |
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|
2024
Q3 | $250K | Sell |
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|
2024
Q2 | $239K | Buy |
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|
2024
Q1 | $248K | Buy |
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|
2023
Q4 | $249K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $121K | Hold |
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|
2019
Q4 | $164K | Hold |
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|
2019
Q3 | $148K | Buy |
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|
2019
Q2 | $153K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $136K | Buy |
|