Horizon Investments’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 | $1.02K | Buy |
+30
| New | +$1.02K | ﹤0.01% | 1042 |
|
|
2023
Q4 | – | Sell |
-32,050
| Closed | -$790K | – | 854 |
|
|
2023
Q3 | $790K | Hold |
32,050
| – | – | 0.02% | 207 |
|
|
2023
Q2 | $650K | Hold |
32,050
| – | – | 0.02% | 242 |
|
|
2023
Q1 | $684K | Hold |
32,050
| – | – | 0.02% | 231 |
|
|
2022
Q4 | $598K | Buy |
+32,050
| New | +$598K | 0.02% | 330 |
|
|
2022
Q3 | – | Sell |
-90,653
| Closed | -$1.47M | – | 524 |
|
|
2022
Q2 | $1.47M | Buy |
+90,653
| New | +$1.47M | 0.05% | 142 |
|
|
2021
Q2 | – | Sell |
-81,956
| Closed | -$1.27M | – | 491 |
|
|
2021
Q1 | $1.27M | Hold |
81,956
| – | – | 0.05% | 173 |
|
|
2020
Q4 | $1.16M | Buy |
+81,956
| New | +$1.16M | 1.32% | 21 |
|