IEQ Capital’s UBS Group UBS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2.08M | Buy |
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|
2025
Q2 | $888K | Buy |
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|
2025
Q1 | $584K | Buy |
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|
2024
Q4 | $562K | Buy |
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|
2024
Q3 | $536K | Buy |
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|
2024
Q2 | $463K | Buy |
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|
2024
Q1 | $389K | Sell |
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|
2023
Q4 | $473K | Buy |
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|
2023
Q3 | $241K | Sell |
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|
2023
Q2 | $250K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $183K | Buy |
|