Greenleaf Trust’s UBS Group UBS Stock Holding History

Greenleaf Trust’s Portfolio UBS Stock Details UBS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.65M	Sell	48,682 -35	-0.1%	-$1.18K	0.01%	231
2025 Q1	$1.49M	Buy	48,717 +168	+0.3%	+$5.15K	0.01%	244
2024 Q4	$1.47M	Buy	48,549 +78	+0.2%	+$2.37K	0.01%	251
2024 Q3	$1.5M	Buy	48,471 +451	+0.9%	+$13.9K	0.01%	245
2024 Q2	$1.42M	Buy	48,020 +66	+0.1%	+$1.95K	0.01%	234
2024 Q1	$1.47M	Buy	47,954 +85	+0.2%	+$2.61K	0.01%	230
2023 Q4	$1.48M	Sell	47,869 -451	-0.9%	-$13.9K	0.02%	222
2023 Q3	$1.19M	Buy	48,320 +76	+0.2%	+$1.87K	0.01%	233
2023 Q2	$978K	Sell	48,244 -49	-0.1%	-$993	0.01%	281
2023 Q1	$1.03M	Buy	48,293 +45	+0.1%	+$960	0.01%	277
2022 Q4	$901K	Sell	48,248 -999	-2%	-$18.7K	0.01%	287
2022 Q3	$715K	Sell	49,247 -315	-0.6%	-$4.57K	0.01%	302
2022 Q2	$804K	Sell	49,562 -181	-0.4%	-$2.94K	0.01%	273
2022 Q1	$972K	Buy	49,743 +1,012	+2%	+$19.8K	0.01%	256
2021 Q4	$871K	Buy	48,731 +1,209	+3%	+$21.6K	0.01%	275
2021 Q3	$758K	Buy	47,522 +69	+0.1%	+$1.1K	0.01%	284
2021 Q2	$728K	Buy	47,453 +1,069	+2%	+$16.4K	0.01%	303
2021 Q1	$720K	Sell	46,384 -1,468	-3%	-$22.8K	0.01%	283
2020 Q4	$676K	Sell	47,852 -35	-0.1%	-$494	0.01%	259
2020 Q3	$534K	Buy	47,887 +1,095	+2%	+$12.2K	0.01%	271
2020 Q2	$540K	Buy	46,792 +22,866	+96%	+$264K	0.01%	257
2020 Q1	$222K	Sell	23,926 -7,740	-24%	-$71.8K	﹤0.01%	403
2019 Q4	$398K	Buy	+31,666	New	+$398K	0.01%	341
2019 Q3	–	Sell	-21,082	Closed	-$250K	–	591
2019 Q2	$250K	Buy	21,082 +894	+4%	+$10.6K	﹤0.01%	451
2019 Q1	$244K	Buy	+20,188	New	+$244K	﹤0.01%	443
2018 Q4	–	Sell	-30,949	Closed	-$487K	–	552
2018 Q3	$487K	Buy	30,949 +13,068	+73%	+$206K	0.01%	285
2018 Q2	$274K	Sell	17,881 -9,538	-35%	-$146K	0.01%	405
2018 Q1	$484K	Buy	27,419 +1,914	+8%	+$33.8K	0.01%	246
2017 Q4	$469K	Hold	25,505	–	–	0.01%	257
2017 Q3	$437K	Buy	25,505 +9,485	+59%	+$163K	0.01%	254
2017 Q2	$272K	Buy	16,020 +438	+3%	+$7.44K	0.01%	295
2017 Q1	$249K	Buy	+15,582	New	+$249K	0.01%	259