Harvest Fund 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 | $1K | Hold |
34
| – | – | ﹤0.01% | 614 |
|
|
2025
Q1 | $1K | Hold |
34
| – | – | ﹤0.01% | 658 |
|
|
2024
Q4 | $1K | Hold |
34
| – | – | ﹤0.01% | 723 |
|
|
2024
Q3 | $1K | Sell |
34
-233
| -87% | -$6.85K | ﹤0.01% | 601 |
|
|
2024
Q2 | $8K | Buy |
267
+15
| +6% | +$449 | ﹤0.01% | 558 |
|
|
2024
Q1 | $8K | Sell |
252
-2,567
| -91% | -$81.5K | ﹤0.01% | 596 |
|
|
2023
Q4 | $87K | Buy |
2,819
+951
| +51% | +$29.4K | 0.01% | 353 |
|
|
2023
Q3 | $46K | Buy |
1,868
+1,013
| +118% | +$24.9K | 0.01% | 412 |
|
|
2023
Q2 | $17K | Sell |
855
-1,032
| -55% | -$20.5K | ﹤0.01% | 521 |
|
|
2023
Q1 | $40K | Hold |
1,887
| – | – | 0.01% | 508 |
|
|
2022
Q4 | $35K | Hold |
1,887
| – | – | 0.01% | 529 |
|
|
2022
Q3 | $28K | Buy |
+1,887
| New | +$28K | 0.01% | 507 |
|