Freedom Investment 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 | $399K | Buy |
11,803
+382
| +3% | +$12.9K | 0.03% | 511 |
|
|
2025
Q1 | $350K | Sell |
11,421
-1,502
| -12% | -$46K | 0.03% | 532 |
|
|
2024
Q4 | $392K | Sell |
12,923
-718
| -5% | -$21.8K | 0.03% | 500 |
|
|
2024
Q3 | $422K | Sell |
13,641
-658
| -5% | -$20.3K | 0.03% | 484 |
|
|
2024
Q2 | $422K | Sell |
14,299
-3,481
| -20% | -$103K | 0.03% | 481 |
|
|
2024
Q1 | $546K | Sell |
17,780
-1,480
| -8% | -$45.5K | 0.04% | 411 |
|
|
2023
Q4 | $595K | Buy |
19,260
+189
| +1% | +$5.84K | 0.05% | 390 |
|
|
2023
Q3 | $470K | Sell |
19,071
-6,261
| -25% | -$154K | 0.06% | 377 |
|
|
2023
Q2 | $513K | Sell |
25,332
-2,881
| -10% | -$58.4K | 0.06% | 387 |
|
|
2023
Q1 | $602K | Sell |
28,213
-19,310
| -41% | -$412K | 0.07% | 350 |
|
|
2022
Q4 | $887K | Sell |
47,523
-923
| -2% | -$17.2K | 0.1% | 272 |
|
|
2022
Q3 | $703K | Sell |
48,446
-3,603
| -7% | -$52.3K | 0.08% | 319 |
|
|
2022
Q2 | $844K | Buy |
+52,049
| New | +$844K | 0.09% | 292 |
|
|
2022
Q1 | – | Sell |
-188,928
| Closed | -$3.38M | – | 946 |
|
|
2021
Q4 | $3.38M | Buy |
+188,928
| New | +$3.38M | 0.25% | 96 |
|