Financial Management Professionals’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 | $12.3K | Sell |
365
-254
| -41% | -$8.59K | ﹤0.01% | 504 |
|
|
2025
Q1 | $19K | Hold |
619
| – | – | ﹤0.01% | 433 |
|
|
2024
Q4 | $18.8K | Buy |
619
+138
| +29% | +$4.18K | ﹤0.01% | 416 |
|
|
2024
Q3 | $15K | Sell |
481
-8
| -2% | -$249 | ﹤0.01% | 469 |
|
|
2024
Q2 | $14K | Sell |
489
-35
| -7% | -$1K | ﹤0.01% | 445 |
|
|
2024
Q1 | $16K | Buy |
524
+6
| +1% | +$183 | ﹤0.01% | 468 |
|
|
2023
Q4 | $16K | Hold |
518
| – | – | ﹤0.01% | 455 |
|
|
2023
Q3 | $13K | Hold |
518
| – | – | ﹤0.01% | 454 |
|
|
2023
Q2 | $10K | Hold |
518
| – | – | ﹤0.01% | 544 |
|
|
2023
Q1 | $11K | Buy |
518
+385
| +289% | +$8.18K | ﹤0.01% | 548 |
|
|
2022
Q4 | $2K | Sell |
133
-11
| -8% | -$165 | ﹤0.01% | 772 |
|
|
2022
Q3 | $2K | Hold |
144
| – | – | ﹤0.01% | 779 |
|
|
2022
Q2 | $2K | Sell |
144
-683
| -83% | -$9.49K | ﹤0.01% | 784 |
|
|
2022
Q1 | $16K | Buy |
827
+678
| +455% | +$13.1K | ﹤0.01% | 413 |
|
|
2021
Q4 | $3K | Sell |
149
-357
| -71% | -$7.19K | ﹤0.01% | 692 |
|
|
2021
Q3 | $8K | Buy |
506
+357
| +240% | +$5.64K | ﹤0.01% | 526 |
|
|
2021
Q2 | $2K | Buy |
+149
| New | +$2K | ﹤0.01% | 709 |
|
|
2015
Q2 | – | Sell |
-800
| Closed | -$15K | – | 290 |
|
|
2015
Q1 | $15K | Buy |
+800
| New | +$15K | 0.01% | 151 |
|