Kathmere Capital Management’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 | $1.12M | Sell |
32,969
-2,727
| -8% | -$92.2K | 0.09% | 158 |
|
|
2025
Q1 | $1.09M | Buy |
35,696
+949
| +3% | +$29.1K | 0.09% | 135 |
|
|
2024
Q4 | $1.05M | Buy |
34,747
+1,309
| +4% | +$39.7K | 0.09% | 137 |
|
|
2024
Q3 | $1.03M | Sell |
33,438
-529
| -2% | -$16.4K | 0.1% | 124 |
|
|
2024
Q2 | $1M | Sell |
33,967
-685
| -2% | -$20.2K | 0.11% | 113 |
|
|
2024
Q1 | $1.06M | Buy |
34,652
+1,346
| +4% | +$41.3K | 0.12% | 97 |
|
|
2023
Q4 | $1.03M | Buy |
33,306
+1,196
| +4% | +$37K | 0.13% | 84 |
|
|
2023
Q3 | $792K | Buy |
32,110
+4,876
| +18% | +$120K | 0.12% | 98 |
|
|
2023
Q2 | $552K | Buy |
27,234
+986
| +4% | +$20K | 0.09% | 108 |
|
|
2023
Q1 | $560K | Buy |
26,248
+5,076
| +24% | +$108K | 0.09% | 108 |
|
|
2022
Q4 | $395K | Buy |
+21,172
| New | +$395K | 0.07% | 115 |
|
|
2021
Q1 | – | Sell |
-25
| Closed | – | – | 390 |
|
|
2020
Q4 | $0 | Hold |
25
| – | – | ﹤0.01% | 447 |
|
|
2020
Q3 | $0 | Buy |
+25
| New | – | ﹤0.01% | 400 |
|