Gradient Investments’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
Q3 | $1.27M | Buy |
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|
2025
Q2 | $650K | Buy |
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|
2025
Q1 | $469K | Buy |
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|
2024
Q4 | $451K | Sell |
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|
2024
Q3 | $494K | Sell |
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|
2024
Q2 | $477K | Buy |
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|
2024
Q1 | $495K | Sell |
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|
2023
Q4 | $556K | Sell |
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|
2023
Q3 | $496K | Buy |
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|
2023
Q2 | $401K | Sell |
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|
2023
Q1 | $431K | Sell |
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|
2022
Q4 | $424K | Sell |
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|
2022
Q3 | $343K | Sell |
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|
2022
Q2 | $394K | Sell |
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|
2022
Q1 | $477K | Sell |
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|
2021
Q4 | $455K | Sell |
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|
2021
Q3 | $477K | Sell |
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|
2021
Q2 | $478K | Buy |
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|
2021
Q1 | $467K | Sell |
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|
2020
Q4 | $460K | Sell |
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|
2020
Q3 | $506K | Sell |
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|
2020
Q2 | $625K | Sell |
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|
2020
Q1 | $1.07M | Sell |
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|
2019
Q4 | $1.55M | Sell |
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|
2019
Q3 | $1.51M | Buy |
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|
2019
Q2 | $1.51M | Buy |
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|
2019
Q1 | $1.09M | Sell |
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|
2018
Q4 | $1.73M | Sell |
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|
2018
Q3 | $2.4M | Buy |
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|
2018
Q2 | $2.02M | Buy |
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|
2018
Q1 | $1.93M | Buy |
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|
2017
Q4 | $1.69M | Buy |
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|
2017
Q3 | $1.23M | Buy |
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|
2017
Q2 | $800K | Buy |
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|
2017
Q1 | $259K | Buy |
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|
2016
Q4 | $7K | Buy |
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|
2016
Q3 | $5K | Buy |
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