First National Bank of Hutchinson’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 | $436K | Buy |
12,883
+499
| +4% | +$16.9K | 0.27% | 64 |
|
2025
Q1 | $379K | Buy |
12,384
+367
| +3% | +$11.2K | 0.25% | 72 |
|
2024
Q4 | $364K | Sell |
12,017
-112
| -0.9% | -$3.4K | 0.22% | 76 |
|
2024
Q3 | $375K | Hold |
12,129
| – | – | 0.24% | 77 |
|
2024
Q2 | $358K | Sell |
12,129
-2,547
| -17% | -$75.2K | 0.23% | 79 |
|
2024
Q1 | $451K | Buy |
14,676
+74
| +0.5% | +$2.27K | 0.3% | 75 |
|
2023
Q4 | $451K | Sell |
14,602
-4,793
| -25% | -$148K | 0.32% | 73 |
|
2023
Q3 | $478K | Buy |
19,395
+219
| +1% | +$5.4K | 0.36% | 69 |
|
2023
Q2 | $389K | Buy |
19,176
+5,385
| +39% | +$109K | 0.28% | 80 |
|
2023
Q1 | $294K | Buy |
13,791
+549
| +4% | +$11.7K | 0.23% | 95 |
|
2022
Q4 | $247K | Buy |
13,242
+205
| +2% | +$3.83K | 0.21% | 93 |
|
2022
Q3 | $189K | Buy |
13,037
+216
| +2% | +$3.13K | 0.15% | 104 |
|
2022
Q2 | $208K | Buy |
12,821
+44
| +0.3% | +$714 | 0.15% | 103 |
|
2022
Q1 | $250K | Buy |
+12,777
| New | +$250K | 0.15% | 100 |
|