GW&K Investment Management’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 | $16K | Hold |
464
| – | – | ﹤0.01% | 769 |
|
|
2025
Q1 | $14K | Hold |
464
| – | – | ﹤0.01% | 734 |
|
|
2024
Q4 | $14K | Hold |
464
| – | – | ﹤0.01% | 704 |
|
|
2024
Q3 | $14K | Hold |
464
| – | – | ﹤0.01% | 695 |
|
|
2024
Q2 | $14K | Hold |
464
| – | – | ﹤0.01% | 638 |
|
|
2024
Q1 | $14K | Buy |
464
+93
| +25% | +$2.81K | ﹤0.01% | 608 |
|
|
2023
Q4 | $11K | Hold |
371
| – | – | ﹤0.01% | 660 |
|
|
2023
Q3 | $9K | Hold |
371
| – | – | ﹤0.01% | 646 |
|
|
2023
Q2 | $8K | Buy |
+371
| New | +$8K | ﹤0.01% | 692 |
|