Janney Montgomery Scott’s UBS Group UBS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $521K | Sell |
15,402
-2,162
| -12% | -$73.1K | ﹤0.01% | 1974 |
|
|
2025
Q1 | $538K | Sell |
17,564
-5,677
| -24% | -$174K | ﹤0.01% | 1940 |
|
|
2024
Q4 | $705K | Sell |
23,241
-9,352
| -29% | -$284K | ﹤0.01% | 1779 |
|
|
2024
Q3 | $1.01M | Sell |
32,593
-2,106
| -6% | -$65.1K | ﹤0.01% | 1491 |
|
|
2024
Q2 | $1.03M | Buy |
34,699
+1,732
| +5% | +$51.2K | ﹤0.01% | 1430 |
|
|
2024
Q1 | $1.01M | Buy |
32,967
+8,458
| +35% | +$260K | ﹤0.01% | 1520 |
|
|
2023
Q4 | $757K | Buy |
24,509
+1,354
| +6% | +$41.8K | ﹤0.01% | 1625 |
|
|
2023
Q3 | $571K | Sell |
23,155
-4,223
| -15% | -$104K | ﹤0.01% | 1681 |
|
|
2023
Q2 | $555K | Sell |
27,378
-17,760
| -39% | -$360K | ﹤0.01% | 1781 |
|
|
2023
Q1 | $963K | Buy |
45,138
+23,513
| +109% | +$502K | ﹤0.01% | 1335 |
|
|
2022
Q4 | $404K | Buy |
21,625
+1,529
| +8% | +$28.6K | ﹤0.01% | 1914 |
|
|
2022
Q3 | $292K | Sell |
20,096
-13,743
| -41% | -$200K | ﹤0.01% | 2028 |
|
|
2022
Q2 | $560K | Buy |
33,839
+1,065
| +3% | +$17.6K | ﹤0.01% | 1557 |
|
|
2022
Q1 | $640K | Sell |
32,774
-34,642
| -51% | -$676K | ﹤0.01% | 1491 |
|
|
2021
Q4 | $1.21M | Sell |
67,416
-83
| -0.1% | -$1.48K | ﹤0.01% | 1221 |
|
|
2021
Q3 | $1.08M | Buy |
67,499
+6,699
| +11% | +$107K | ﹤0.01% | 1239 |
|
|
2021
Q2 | $933K | Buy |
60,800
+4,385
| +8% | +$67.3K | ﹤0.01% | 1302 |
|
|
2021
Q1 | $876K | Buy |
56,415
+3,482
| +7% | +$54.1K | ﹤0.01% | 1265 |
|
|
2020
Q4 | $748K | Buy |
52,933
+15,286
| +41% | +$216K | ﹤0.01% | 1332 |
|
|
2020
Q3 | $420K | Buy |
37,647
+2,367
| +7% | +$26.4K | ﹤0.01% | 1520 |
|
|
2020
Q2 | $407K | Sell |
35,280
-30,014
| -46% | -$346K | ﹤0.01% | 1466 |
|
|
2020
Q1 | $605K | Buy |
65,294
+31,626
| +94% | +$293K | ﹤0.01% | 1131 |
|
|
2019
Q4 | $424K | Buy |
33,668
+3,679
| +12% | +$46.3K | ﹤0.01% | 1513 |
|
|
2019
Q3 | $339K | Sell |
29,989
-4,757
| -14% | -$53.8K | ﹤0.01% | 1618 |
|
|
2019
Q2 | $412K | Sell |
34,746
-4,051
| -10% | -$48K | ﹤0.01% | 1534 |
|
|
2019
Q1 | $470K | Sell |
38,797
-7,506
| -16% | -$90.9K | ﹤0.01% | 1426 |
|
|
2018
Q4 | $573K | Sell |
46,303
-7,462
| -14% | -$92.3K | 0.01% | 1216 |
|
|
2018
Q3 | $846K | Sell |
53,765
-12,239
| -19% | -$193K | 0.01% | 1130 |
|
|
2018
Q2 | $1.01M | Sell |
66,004
-10,245
| -13% | -$157K | 0.01% | 974 |
|
|
2018
Q1 | $1.35M | Buy |
76,249
+23,892
| +46% | +$422K | 0.01% | 833 |
|
|
2017
Q4 | $963K | Buy |
52,357
+4,550
| +10% | +$83.7K | 0.01% | 963 |
|
|
2017
Q3 | $820K | Buy |
47,807
+658
| +1% | +$11.3K | 0.01% | 1023 |
|
|
2017
Q2 | $801K | Buy |
47,149
+5,162
| +12% | +$87.7K | 0.01% | 982 |
|
|
2017
Q1 | $670K | Buy |
41,987
+4,988
| +13% | +$79.6K | 0.01% | 1031 |
|
|
2016
Q4 | $580K | Sell |
36,999
-7,216
| -16% | -$113K | 0.01% | 1036 |
|
|
2016
Q3 | $602K | Buy |
+44,215
| New | +$602K | 0.01% | 872 |
|
|
2016
Q2 | – | Sell |
-13,818
| Closed | -$221K | – | 1138 |
|
|
2016
Q1 | $221K | Buy |
+13,818
| New | +$221K | 0.01% | 1099 |
|
|
2015
Q4 | – | Sell |
-36,136
| Closed | -$669K | – | 1448 |
|
|
2015
Q3 | $669K | Buy |
+36,136
| New | +$669K | 0.02% | 691 |
|
|
2015
Q2 | – | Sell |
-19,321
| Closed | -$363K | – | 2143 |
|
|
2015
Q1 | $363K | Sell |
19,321
-7,102
| -27% | -$133K | 0.01% | 1615 |
|
|
2014
Q4 | $451K | Buy |
+26,423
| New | +$451K | 0.01% | 1391 |
|