Gradient Investments’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 | $650K | Buy |
19,225
+3,910
| +26% | +$132K | 0.01% | 270 |
|
|
2025
Q1 | $469K | Buy |
15,315
+433
| +3% | +$13.3K | 0.01% | 252 |
|
|
2024
Q4 | $451K | Sell |
14,882
-1,107
| -7% | -$33.6K | 0.01% | 240 |
|
|
2024
Q3 | $494K | Sell |
15,989
-142
| -0.9% | -$4.39K | 0.01% | 234 |
|
|
2024
Q2 | $477K | Buy |
16,131
+3
| +0% | +$89 | 0.01% | 241 |
|
|
2024
Q1 | $495K | Sell |
16,128
-1,878
| -10% | -$57.7K | 0.01% | 222 |
|
|
2023
Q4 | $556K | Sell |
18,006
-2,102
| -10% | -$65K | 0.01% | 236 |
|
|
2023
Q3 | $496K | Buy |
20,108
+338
| +2% | +$8.33K | 0.01% | 225 |
|
|
2023
Q2 | $401K | Sell |
19,770
-416
| -2% | -$8.43K | 0.01% | 256 |
|
|
2023
Q1 | $431K | Sell |
20,186
-2,539
| -11% | -$54.2K | 0.01% | 238 |
|
|
2022
Q4 | $424K | Sell |
22,725
-941
| -4% | -$17.6K | 0.01% | 241 |
|
|
2022
Q3 | $343K | Sell |
23,666
-629
| -3% | -$9.12K | 0.01% | 256 |
|
|
2022
Q2 | $394K | Sell |
24,295
-122
| -0.5% | -$1.98K | 0.01% | 245 |
|
|
2022
Q1 | $477K | Sell |
24,417
-1,057
| -4% | -$20.6K | 0.01% | 222 |
|
|
2021
Q4 | $455K | Sell |
25,474
-4,433
| -15% | -$79.2K | 0.01% | 226 |
|
|
2021
Q3 | $477K | Sell |
29,907
-1,265
| -4% | -$20.2K | 0.01% | 222 |
|
|
2021
Q2 | $478K | Buy |
31,172
+1,083
| +4% | +$16.6K | 0.01% | 223 |
|
|
2021
Q1 | $467K | Sell |
30,089
-11,152
| -27% | -$173K | 0.02% | 228 |
|
|
2020
Q4 | $460K | Sell |
41,241
-4,124
| -9% | -$46K | 0.02% | 203 |
|
|
2020
Q3 | $506K | Sell |
45,365
-8,827
| -16% | -$98.5K | 0.02% | 201 |
|
|
2020
Q2 | $625K | Sell |
54,192
-61,527
| -53% | -$710K | 0.03% | 177 |
|
|
2020
Q1 | $1.07M | Sell |
115,719
-7,351
| -6% | -$68.1K | 0.06% | 173 |
|
|
2019
Q4 | $1.55M | Sell |
123,070
-10,847
| -8% | -$136K | 0.07% | 156 |
|
|
2019
Q3 | $1.52M | Buy |
133,917
+6,503
| +5% | +$73.6K | 0.07% | 158 |
|
|
2019
Q2 | $1.51M | Buy |
127,414
+37,157
| +41% | +$440K | 0.08% | 154 |
|
|
2019
Q1 | $1.09M | Sell |
90,257
-49,443
| -35% | -$599K | 0.07% | 131 |
|
|
2018
Q4 | $1.73M | Sell |
139,700
-12,612
| -8% | -$156K | 0.1% | 116 |
|
|
2018
Q3 | $2.4M | Buy |
152,312
+20,757
| +16% | +$327K | 0.12% | 108 |
|
|
2018
Q2 | $2.02M | Buy |
131,555
+22,179
| +20% | +$340K | 0.11% | 123 |
|
|
2018
Q1 | $1.93M | Buy |
109,376
+17,410
| +19% | +$308K | 0.1% | 121 |
|
|
2017
Q4 | $1.69M | Buy |
91,966
+20,380
| +28% | +$375K | 0.1% | 107 |
|
|
2017
Q3 | $1.23M | Buy |
71,586
+24,495
| +52% | +$420K | 0.08% | 113 |
|
|
2017
Q2 | $800K | Buy |
47,091
+30,850
| +190% | +$524K | 0.06% | 111 |
|
|
2017
Q1 | $259K | Buy |
16,241
+15,786
| +3,469% | +$252K | 0.02% | 202 |
|
|
2016
Q4 | $7K | Buy |
455
+98
| +27% | +$1.51K | ﹤0.01% | 507 |
|
|
2016
Q3 | $5K | Buy |
+357
| New | +$5K | ﹤0.01% | 540 |
|