HighTower Advisors’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 | $3.97M | Sell |
117,435
-739
| -0.6% | -$25K | 0.01% | 1189 |
|
|
2025
Q1 | $3.62M | Sell |
118,174
-4,526
| -4% | -$139K | ﹤0.01% | 1197 |
|
|
2024
Q4 | $3.72M | Sell |
122,700
-6,847
| -5% | -$208K | 0.01% | 1182 |
|
|
2024
Q3 | $4M | Sell |
129,547
-7,227
| -5% | -$223K | 0.01% | 1132 |
|
|
2024
Q2 | $4.04M | Sell |
136,774
-1,807
| -1% | -$53.4K | 0.01% | 1096 |
|
|
2024
Q1 | $4.25M | Buy |
138,581
+10,782
| +8% | +$331K | 0.01% | 1034 |
|
|
2023
Q4 | $3.95M | Buy |
127,799
+71,124
| +125% | +$2.2M | 0.01% | 1085 |
|
|
2023
Q3 | $1.4M | Buy |
56,675
+6,051
| +12% | +$149K | ﹤0.01% | 1575 |
|
|
2023
Q2 | $1.02M | Buy |
50,624
+21,887
| +76% | +$442K | ﹤0.01% | 1740 |
|
|
2023
Q1 | $612K | Sell |
28,737
-4,961
| -15% | -$106K | ﹤0.01% | 1967 |
|
|
2022
Q4 | $627K | Sell |
33,698
-9,964
| -23% | -$185K | ﹤0.01% | 1955 |
|
|
2022
Q3 | $635K | Buy |
43,662
+1,360
| +3% | +$19.8K | ﹤0.01% | 1864 |
|
|
2022
Q2 | $687K | Sell |
42,302
-2,458
| -5% | -$39.9K | ﹤0.01% | 1855 |
|
|
2022
Q1 | $873K | Sell |
44,760
-173
| -0.4% | -$3.37K | ﹤0.01% | 1838 |
|
|
2021
Q4 | $804K | Buy |
44,933
+3,142
| +8% | +$56.2K | ﹤0.01% | 1866 |
|
|
2021
Q3 | $666K | Sell |
41,791
-132,489
| -76% | -$2.11M | ﹤0.01% | 1882 |
|
|
2021
Q2 | $2.68M | Buy |
174,280
+68,720
| +65% | +$1.05M | 0.01% | 1073 |
|
|
2021
Q1 | $1.64M | Buy |
105,560
+86,219
| +446% | +$1.34M | 0.01% | 1242 |
|
|
2020
Q4 | $275K | Buy |
19,341
+7,884
| +69% | +$112K | ﹤0.01% | 1966 |
|
|
2020
Q3 | $127K | Buy |
11,457
+1,250
| +12% | +$13.9K | ﹤0.01% | 2165 |
|
|
2020
Q2 | $120K | Sell |
10,207
-5,392
| -35% | -$63.4K | ﹤0.01% | 2068 |
|
|
2020
Q1 | $147K | Sell |
15,599
-3,870
| -20% | -$36.5K | ﹤0.01% | 1853 |
|
|
2019
Q4 | $244K | Buy |
19,469
+6,506
| +50% | +$81.5K | ﹤0.01% | 1833 |
|
|
2019
Q3 | $149K | Buy |
12,963
+790
| +6% | +$9.08K | ﹤0.01% | 2100 |
|
|
2019
Q2 | $145K | Sell |
12,173
-17,831
| -59% | -$212K | ﹤0.01% | 2101 |
|
|
2019
Q1 | $364K | Buy |
30,004
+1,483
| +5% | +$18K | ﹤0.01% | 1622 |
|
|
2018
Q4 | $354K | Buy |
28,521
+17,843
| +167% | +$221K | ﹤0.01% | 1527 |
|
|
2018
Q3 | $168K | Sell |
10,678
-358
| -3% | -$5.63K | ﹤0.01% | 1981 |
|
|
2018
Q2 | $171K | Sell |
11,036
-2,019
| -15% | -$31.3K | ﹤0.01% | 1926 |
|
|
2018
Q1 | $230K | Sell |
13,055
-5,313
| -29% | -$93.6K | ﹤0.01% | 1806 |
|
|
2017
Q4 | $338K | Buy |
18,368
+4,044
| +28% | +$74.4K | ﹤0.01% | 1638 |
|
|
2017
Q3 | $245K | Sell |
14,324
-77
| -0.5% | -$1.32K | ﹤0.01% | 1786 |
|
|
2017
Q2 | $244K | Buy |
14,401
+673
| +5% | +$11.4K | ﹤0.01% | 1746 |
|
|
2017
Q1 | $220K | Sell |
13,728
-1,859
| -12% | -$29.8K | ﹤0.01% | 1715 |
|
|
2016
Q4 | $245K | Sell |
15,587
-14,056
| -47% | -$221K | ﹤0.01% | 1579 |
|
|
2016
Q3 | $404K | Buy |
29,643
+15,137
| +104% | +$206K | ﹤0.01% | 1327 |
|
|
2016
Q2 | $187K | Sell |
14,506
-56,150
| -79% | -$724K | ﹤0.01% | 1507 |
|
|
2016
Q1 | $1.13M | Sell |
70,656
-7,386
| -9% | -$119K | ﹤0.01% | 913 |
|
|
2015
Q4 | $1.51M | Buy |
78,042
+60,655
| +349% | +$1.17M | 0.02% | 745 |
|
|
2015
Q3 | $322K | Buy |
17,387
+2,206
| +15% | +$40.9K | ﹤0.01% | 1422 |
|
|
2015
Q2 | $322K | Sell |
15,181
-5,585
| -27% | -$118K | 0.01% | 1162 |
|
|
2015
Q1 | $390K | Buy |
20,766
+6,983
| +51% | +$131K | 0.01% | 1154 |
|
|
2014
Q4 | $235K | Buy |
+13,783
| New | +$235K | ﹤0.01% | 1331 |
|