Jones Financial Companies’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 | $1.14M | Buy |
34,167
+3,444
| +11% | +$115K | ﹤0.01% | 956 |
|
|
2025
Q1 | $969K | Buy |
30,723
+8,700
| +40% | +$274K | ﹤0.01% | 874 |
|
|
2024
Q4 | $668K | Buy |
22,023
+12,939
| +142% | +$392K | ﹤0.01% | 878 |
|
|
2024
Q3 | $282K | Buy |
9,084
+6,282
| +224% | +$195K | ﹤0.01% | 1022 |
|
|
2024
Q2 | $82.8K | Buy |
2,802
+1,888
| +207% | +$55.8K | ﹤0.01% | 1104 |
|
|
2024
Q1 | $28.1K | Buy |
914
+286
| +46% | +$8.79K | ﹤0.01% | 836 |
|
|
2023
Q4 | $19.4K | Sell |
628
-193
| -24% | -$5.96K | ﹤0.01% | 593 |
|
|
2023
Q3 | $20.2K | Buy |
+821
| New | +$20.2K | ﹤0.01% | 434 |
|
|
2023
Q1 | – | Sell |
-1,623
| Closed | -$30K | – | 778 |
|
|
2022
Q4 | $30K | Buy |
1,623
+103
| +7% | +$1.9K | ﹤0.01% | 377 |
|
|
2022
Q3 | $22K | Sell |
1,520
-227
| -13% | -$3.29K | ﹤0.01% | 374 |
|
|
2022
Q2 | $28K | Sell |
1,747
-652
| -27% | -$10.5K | ﹤0.01% | 371 |
|
|
2022
Q1 | $47K | Sell |
2,399
-741
| -24% | -$14.5K | ﹤0.01% | 358 |
|
|
2021
Q4 | $56K | Buy |
3,140
+149
| +5% | +$2.66K | ﹤0.01% | 354 |
|
|
2021
Q3 | $48K | Sell |
2,991
-2
| -0.1% | -$32 | ﹤0.01% | 327 |
|
|
2021
Q2 | $46K | Buy |
2,993
+134
| +5% | +$2.06K | ﹤0.01% | 319 |
|
|
2021
Q1 | $44K | Buy |
2,859
+817
| +40% | +$12.6K | ﹤0.01% | 368 |
|
|
2020
Q4 | $29K | Buy |
+2,042
| New | +$29K | ﹤0.01% | 337 |
|