Janney Montgomery Scott’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
Q2 | $521K | Sell |
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|
2025
Q1 | $538K | Sell |
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|
2024
Q4 | $705K | Sell |
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|
2024
Q3 | $1.01M | Sell |
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|
2024
Q2 | $1.02M | Buy |
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|
2024
Q1 | $1.01M | Buy |
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|
2023
Q4 | $757K | Buy |
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|
2023
Q3 | $571K | Sell |
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|
2023
Q2 | $555K | Sell |
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|
2023
Q1 | $963K | Buy |
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|
2022
Q4 | $404K | Buy |
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|
2022
Q3 | $292K | Sell |
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|
2022
Q2 | $560K | Buy |
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|
2022
Q1 | $640K | Sell |
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|
2021
Q4 | $1.21M | Sell |
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|
2021
Q3 | $1.08M | Buy |
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|
2021
Q2 | $933K | Buy |
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|
2021
Q1 | $876K | Buy |
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|
2020
Q4 | $748K | Buy |
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|
2020
Q3 | $420K | Buy |
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|
2020
Q2 | $407K | Sell |
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|
2020
Q1 | $605K | Buy |
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|
2019
Q4 | $424K | Buy |
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|
2019
Q3 | $339K | Sell |
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|
2019
Q2 | $412K | Sell |
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|
2019
Q1 | $470K | Sell |
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|
2018
Q4 | $573K | Sell |
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|
2018
Q3 | $846K | Sell |
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|
2018
Q2 | $1.01M | Sell |
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|
2018
Q1 | $1.35M | Buy |
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|
2017
Q4 | $963K | Buy |
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|
2017
Q3 | $820K | Buy |
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|
2017
Q2 | $801K | Buy |
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|
2017
Q1 | $670K | Buy |
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|
2016
Q4 | $580K | Sell |
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|
2016
Q3 | $602K | Buy |
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|
2016
Q2 | – | Sell |
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|
2016
Q1 | $221K | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $669K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $363K | Sell |
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|
2014
Q4 | $451K | Buy |
|