IEQ Capital’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 | $888K | Buy |
26,267
+7,203
| +38% | +$244K | 0.01% | 894 |
|
|
2025
Q1 | $584K | Buy |
19,064
+536
| +3% | +$16.4K | ﹤0.01% | 914 |
|
|
2024
Q4 | $562K | Buy |
18,528
+1,192
| +7% | +$36.1K | 0.01% | 806 |
|
|
2024
Q3 | $536K | Buy |
17,336
+1,666
| +11% | +$51.5K | 0.01% | 731 |
|
|
2024
Q2 | $463K | Buy |
15,670
+3,022
| +24% | +$89.3K | 0.01% | 683 |
|
|
2024
Q1 | $389K | Sell |
12,648
-2,673
| -17% | -$82.1K | 0.01% | 709 |
|
|
2023
Q4 | $473K | Buy |
15,321
+5,558
| +57% | +$172K | 0.01% | 593 |
|
|
2023
Q3 | $241K | Sell |
9,763
-2,554
| -21% | -$63K | ﹤0.01% | 787 |
|
|
2023
Q2 | $250K | Buy |
+12,317
| New | +$250K | 0.01% | 740 |
|
|
2022
Q3 | – | Sell |
-11,286
| Closed | -$183K | – | 881 |
|
|
2022
Q2 | $183K | Buy |
+11,286
| New | +$183K | 0.01% | 738 |
|