Gryphon Financial Partners’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 | $420K | Buy |
12,424
+2,458
| +25% | +$83.1K | 0.05% | 206 |
|
|
2025
Q1 | $305K | Buy |
9,966
+3,084
| +45% | +$94.5K | 0.04% | 213 |
|
|
2024
Q4 | $209K | Buy |
+6,882
| New | +$209K | 0.03% | 243 |
|
|
2018
Q3 | – | Sell |
-117
| Closed | -$2K | – | 785 |
|
|
2018
Q2 | $2K | Hold |
117
| – | – | ﹤0.01% | 871 |
|
|
2018
Q1 | $2K | Hold |
117
| – | – | ﹤0.01% | 885 |
|
|
2017
Q4 | $2K | Buy |
+117
| New | +$2K | ﹤0.01% | 935 |
|