Forum Financial Management’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 | $1.91M | Sell |
56,356
-11,749
| -17% | -$397K | 0.03% | 131 |
|
|
2025
Q1 | $2.09M | Hold |
68,105
| – | – | 0.03% | 112 |
|
|
2024
Q4 | $2.06M | Buy |
68,105
+11,749
| +21% | +$356K | 0.03% | 116 |
|
|
2024
Q3 | $1.74M | Hold |
56,356
| – | – | 0.03% | 120 |
|
|
2024
Q2 | $1.66M | Hold |
56,356
| – | – | 0.03% | 120 |
|
|
2024
Q1 | $1.73M | Buy |
56,356
+2,505
| +5% | +$77K | 0.03% | 125 |
|
|
2023
Q4 | $1.66M | Buy |
53,851
+318
| +0.6% | +$9.83K | 0.03% | 107 |
|
|
2023
Q3 | $1.32M | Hold |
53,533
| – | – | 0.03% | 128 |
|
|
2023
Q2 | $1.09M | Hold |
53,533
| – | – | 0.02% | 150 |
|
|
2023
Q1 | $1.14M | Sell |
53,533
-10
| -0% | -$213 | 0.03% | 128 |
|
|
2022
Q4 | $1,000K | Buy |
53,543
+10
| +0% | +$187 | 0.03% | 135 |
|
|
2022
Q3 | $777K | Hold |
53,533
| – | – | 0.04% | 143 |
|
|
2022
Q2 | $868K | Buy |
53,533
+1
| +0% | +$16 | 0.04% | 138 |
|
|
2022
Q1 | $1.05M | Sell |
53,532
-1
| -0% | -$20 | 0.05% | 119 |
|
|
2021
Q4 | $957K | Buy |
+53,533
| New | +$957K | 0.05% | 135 |
|