Investors Research Corp’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 | $376K | Hold |
11,118
| – | – | 0.07% | 230 |
|
|
2025
Q1 | $341K | Hold |
11,118
| – | – | 0.07% | 235 |
|
|
2024
Q4 | $337K | Hold |
11,118
| – | – | 0.07% | 239 |
|
|
2024
Q3 | $344K | Hold |
11,118
| – | – | 0.08% | 250 |
|
|
2024
Q2 | $328K | Hold |
11,118
| – | – | 0.08% | 260 |
|
|
2024
Q1 | $342K | Hold |
11,118
| – | – | 0.08% | 263 |
|
|
2023
Q4 | $344K | Hold |
11,118
| – | – | 0.08% | 262 |
|
|
2023
Q3 | $274K | Sell |
11,118
-35,065
| -76% | -$864K | 0.07% | 277 |
|
|
2023
Q2 | $936K | Buy |
46,183
+149
| +0.3% | +$3.02K | 0.24% | 106 |
|
|
2023
Q1 | $982K | Sell |
46,034
-775
| -2% | -$16.5K | 0.26% | 103 |
|
|
2022
Q4 | $874K | Sell |
46,809
-450
| -1% | -$8.4K | 0.24% | 113 |
|
|
2022
Q3 | $686K | Hold |
47,259
| – | – | 0.21% | 131 |
|
|
2022
Q2 | $767K | Hold |
47,259
| – | – | 0.23% | 126 |
|
|
2022
Q1 | $923K | Hold |
47,259
| – | – | 0.26% | 107 |
|
|
2021
Q4 | $845K | Hold |
47,259
| – | – | 0.26% | 106 |
|
|
2021
Q3 | $753K | Hold |
47,259
| – | – | 0.25% | 117 |
|
|
2021
Q2 | $725K | Hold |
47,259
| – | – | 0.25% | 132 |
|
|
2021
Q1 | $734K | Sell |
47,259
-400
| -0.8% | -$6.21K | 0.28% | 126 |
|
|
2020
Q4 | $673K | Sell |
47,659
-550
| -1% | -$7.77K | 0.26% | 132 |
|
|
2020
Q3 | $538K | Sell |
48,209
-1,975
| -4% | -$22K | 0.26% | 117 |
|
|
2020
Q2 | $579K | Hold |
50,184
| – | – | 0.29% | 114 |
|
|
2020
Q1 | $465K | Buy |
50,184
+600
| +1% | +$5.56K | 0.29% | 113 |
|
|
2019
Q4 | $624K | Sell |
49,584
-1,125
| -2% | -$14.2K | 0.29% | 117 |
|
|
2019
Q3 | $574K | Hold |
50,709
| – | – | 0.29% | 120 |
|
|
2019
Q2 | $601K | Sell |
50,709
-400
| -0.8% | -$4.74K | 0.31% | 113 |
|
|
2019
Q1 | $619K | Sell |
51,109
-900
| -2% | -$10.9K | 0.33% | 100 |
|
|
2018
Q4 | $644K | Buy |
+52,009
| New | +$644K | 0.45% | 80 |
|