Inspire Trust Company’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 | $4.57M | Buy |
135,000
+22,000
| +19% | +$744K | 0.94% | 44 |
|
|
2025
Q1 | $3.46M | Buy |
113,000
+5,000
| +5% | +$153K | 0.82% | 53 |
|
|
2024
Q4 | $3.27M | Buy |
108,000
+3,583
| +3% | +$109K | 0.84% | 49 |
|
|
2024
Q3 | $3.23M | Buy |
104,417
+28,000
| +37% | +$865K | 0.89% | 44 |
|
|
2024
Q2 | $2.26M | Buy |
76,417
+27,000
| +55% | +$798K | 0.75% | 55 |
|
|
2024
Q1 | $1.52M | Buy |
49,417
+22,780
| +86% | +$700K | 0.85% | 44 |
|
|
2023
Q4 | $823K | Buy |
+26,637
| New | +$823K | 0.85% | 44 |
|