Grove Bank & Trust’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 | $13.4K | Sell |
395
-529
| -57% | -$17.9K | ﹤0.01% | 577 |
|
|
2025
Q1 | $28.3K | Buy |
+924
| New | +$28.3K | ﹤0.01% | 479 |
|
|
2024
Q4 | – | Sell |
-504
| Closed | -$15.6K | – | 860 |
|
|
2024
Q3 | $15.6K | Buy |
504
+294
| +140% | +$9.09K | ﹤0.01% | 466 |
|
|
2024
Q2 | $6.2K | Buy |
+210
| New | +$6.2K | ﹤0.01% | 512 |
|
|
2017
Q4 | – | Sell |
-150
| Closed | -$3K | – | 565 |
|
|
2017
Q3 | $3K | Hold |
150
| – | – | ﹤0.01% | 551 |
|
|
2017
Q2 | $3K | Hold |
150
| – | – | ﹤0.01% | 622 |
|
|
2017
Q1 | $2K | Hold |
150
| – | – | ﹤0.01% | 517 |
|
|
2016
Q4 | $2K | Buy |
+150
| New | +$2K | ﹤0.01% | 560 |
|