First City Capital Management’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 | $265K | Sell |
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|
2025
Q2 | $220K | Sell |
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|
2025
Q1 | $211K | Sell |
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|
2024
Q4 | $217K | Sell |
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|
2024
Q3 | $221K | Sell |
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|
2024
Q2 | $222K | Sell |
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|
2024
Q1 | $242K | Sell |
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|
2023
Q4 | $248K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $172K | Hold |
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|
2021
Q1 | $150K | Sell |
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|
2020
Q4 | $157K | Sell |
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|
2020
Q3 | $168K | Buy |
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|
2020
Q2 | $163K | Buy |
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