Hiddenite Capital Partners’s UBS Group UBS Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q2 | – | Sell |
-180,000
| Closed | -$5.53M | – | 44 |
|
2024
Q1 | $5.53M | Hold |
180,000
| – | – | 2.12% | 6 |
|
2023
Q4 | $5.56M | Sell |
180,000
-13,000
| -7% | -$402K | 3.32% | 3 |
|
2023
Q3 | $4.76M | Sell |
193,000
-32,000
| -14% | -$789K | 3.18% | 3 |
|
2023
Q2 | $4.56M | Buy |
225,000
+100,000
| +80% | +$2.03M | 4.16% | 4 |
|
2023
Q1 | $2.67M | Buy |
+125,000
| New | +$2.67M | 1.97% | 13 |
|