Global Retirement Partners’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
Q4 | $732K | Buy |
15,814
+10,227
| +183% | +$413K | 0.01% | 769 |
|
|
2025
Q3 | $229K | Buy |
5,587
+691
| +14% | +$26.8K | 0.01% | 1099 |
|
|
2025
Q2 | $166K | Buy |
+4,896
| New | +$152K | ﹤0.01% | 1189 |
|
|
2024
Q4 | $71.6K | Buy |
2,362
+267
| +13% | +$8.46K | ﹤0.01% | 1440 |
|
|
2024
Q3 | $64.7K | Sell |
2,095
-1,315
| -39% | -$39.5K | ﹤0.01% | 1436 |
|
|
2024
Q2 | $101K | Buy |
3,410
+1,483
| +77% | +$44.1K | ﹤0.01% | 1197 |
|
|
2024
Q1 | $59.2K | Sell |
1,927
-153
| -7% | -$4.52K | ﹤0.01% | 1339 |
|
|
2023
Q4 | $61.3K | Buy |
2,080
+402
| +24% | +$10.6K | ﹤0.01% | 1267 |
|
|
2023
Q3 | $40.2K | Sell |
1,678
-34
| -2% | -$794 | ﹤0.01% | 1366 |
|
|
2023
Q2 | $34.7K | Buy |
1,712
+192
| +13% | +$3.86K | ﹤0.01% | 1438 |
|
|
2023
Q1 | $29.4K | Sell |
1,520
-109
| -7% | -$2.27K | ﹤0.01% | 1478 |
|
|
2022
Q4 | $30.4K | Hold |
1,629
| – | – | ﹤0.01% | 1302 |
|
|
2022
Q3 | $26K | Hold |
1,629
| – | – | ﹤0.01% | 1279 |
|
|
2022
Q2 | $26K | Hold |
1,629
| – | – | ﹤0.01% | 1255 |
|
|
2022
Q1 | $31K | Buy |
+1,629
| New | +$30.8K | ﹤0.01% | 1186 |
|
|
2021
Q4 | – | Sell |
-206
| Closed | -$3K | – | 1694 |
|
|
2021
Q3 | $3K | Hold |
206
| – | – | ﹤0.01% | 1780 |
|
|
2021
Q2 | $3K | Hold |
206
| – | – | ﹤0.01% | 1696 |
|
|
2021
Q1 | $3K | Hold |
206
| – | – | ﹤0.01% | 1609 |
|
|
2020
Q4 | $3K | Buy |
206
+115
| +126% | +$1.52K | ﹤0.01% | 1560 |
|
|
2020
Q3 | $1K | Buy |
91
+43
| +90% | +$515 | ﹤0.01% | 1593 |
|
|
2020
Q2 | $1K | Hold |
48
| – | – | ﹤0.01% | 1569 |
|
|
2020
Q1 | $0 | Hold |
48
| – | – | ﹤0.01% | 1687 |
|
|
2019
Q4 | $1K | Hold |
48
| – | – | ﹤0.01% | 1570 |
|
|
2019
Q3 | $1K | Sell |
48
-47
| -49% | -$529 | ﹤0.01% | 1555 |
|
|
2019
Q2 | $1K | Buy |
+95
| New | +$1.16K | ﹤0.01% | 1550 |
|
|
2018
Q1 | – | Sell |
-526
| Closed | -$10K | – | 1541 |
|
|
2017
Q4 | $10K | Buy |
+526
| New | +$9.14K | ﹤0.01% | 924 |
|
Other funds holding UBS
CCI
