Guggenheim Capital’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
Q2 | – | Sell |
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|
2025
Q1 | $331K | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $460K | Buy |
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|
2024
Q1 | $405K | Buy |
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|
2023
Q4 | $267K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $247K | Sell |
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|
2023
Q1 | $263K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $233K | Sell |
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|
2022
Q2 | $500K | Sell |
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|
2022
Q1 | $1.25M | Sell |
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|
2021
Q4 | $1.19M | Sell |
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|
2021
Q3 | $1.32M | Buy |
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|
2021
Q2 | $1.24M | Buy |
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|
2021
Q1 | $731K | Buy |
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|
2020
Q4 | $227K | Buy |
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|
2020
Q3 | $151K | Sell |
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|
2020
Q2 | $244K | Sell |
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|
2020
Q1 | $490K | Sell |
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|
2019
Q4 | $719K | Sell |
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|
2019
Q3 | $742K | Buy |
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|
2019
Q2 | $755K | Sell |
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|
2019
Q1 | $1M | Buy |
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|
2018
Q4 | $887K | Buy |
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|
2018
Q3 | $916K | Buy |
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|
2018
Q2 | $859K | Sell |
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|
2018
Q1 | $1.36M | Buy |
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|
2017
Q4 | $852K | Sell |
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|
2017
Q3 | $904K | Sell |
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|
2017
Q2 | $909K | Buy |
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|
2017
Q1 | $533K | Buy |
|
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|
2016
Q4 | $331K | Sell |
|
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|
2016
Q3 | $3.17M | Buy |
|
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|
2016
Q2 | $2.75M | Buy |
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|
2016
Q1 | $231K | Sell |
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|
2015
Q4 | $460K | Buy |
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|
2015
Q3 | $270K | Sell |
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|
2015
Q2 | $887K | Buy |
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|
2015
Q1 | $447K | Buy |
|