Financial Perspectives’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 | $166K | Hold |
4,894
| – | – | 0.05% | 167 |
|
|
2025
Q1 | $150K | Hold |
4,894
| – | – | 0.05% | 166 |
|
|
2024
Q4 | $148K | Hold |
4,894
| – | – | 0.05% | 170 |
|
|
2024
Q3 | $151K | Hold |
4,894
| – | – | 0.05% | 165 |
|
|
2024
Q2 | $145K | Hold |
4,894
| – | – | 0.05% | 166 |
|
|
2024
Q1 | $150K | Buy |
4,894
+800
| +20% | +$24.6K | 0.06% | 164 |
|
|
2023
Q4 | $127K | Hold |
4,094
| – | – | 0.05% | 175 |
|
|
2023
Q3 | $101K | Hold |
4,094
| – | – | 0.05% | 183 |
|
|
2023
Q2 | $83K | Hold |
4,094
| – | – | 0.04% | 213 |
|
|
2023
Q1 | $87.4K | Hold |
4,094
| – | – | 0.04% | 200 |
|
|
2022
Q4 | $76.4K | Hold |
4,094
| – | – | 0.04% | 204 |
|
|
2022
Q3 | $59.4K | Hold |
4,094
| – | – | 0.03% | 221 |
|
|
2022
Q2 | $66.4K | Hold |
4,094
| – | – | 0.04% | 210 |
|
|
2022
Q1 | $80K | Hold |
4,094
| – | – | 0.04% | 209 |
|
|
2021
Q4 | $73.2K | Buy |
+4,094
| New | +$73.2K | 0.03% | 203 |
|
|
2021
Q3 | – | Sell |
-12,500
| Closed | -$192K | – | 666 |
|
|
2021
Q2 | $192K | Sell |
12,500
-181,625
| -94% | -$2.79M | 0.09% | 129 |
|
|
2021
Q1 | $12.5M | Buy |
194,125
+181,625
| +1,453% | +$11.7M | 0.62% | 25 |
|
|
2020
Q4 | $177K | Hold |
12,500
| – | – | 0.1% | 125 |
|
|
2020
Q3 | $139K | Hold |
12,500
| – | – | 0.09% | 127 |
|
|
2020
Q2 | $144K | Hold |
12,500
| – | – | 0.1% | 110 |
|
|
2020
Q1 | $116K | Hold |
12,500
| – | – | 0.09% | 103 |
|
|
2019
Q4 | $157K | Buy |
+12,500
| New | +$157K | 0.11% | 95 |
|