Kathmere Capital Management’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
Q3 | $1.43M | Buy |
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|
2025
Q2 | $1.12M | Sell |
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|
2025
Q1 | $1.09M | Buy |
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|
2024
Q4 | $1.05M | Buy |
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|
2024
Q3 | $1.03M | Sell |
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|
2024
Q2 | $1M | Sell |
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|
2024
Q1 | $1.06M | Buy |
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|
2023
Q4 | $1.03M | Buy |
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|
2023
Q3 | $792K | Buy |
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|
2023
Q2 | $552K | Buy |
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|
2023
Q1 | $560K | Buy |
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|
2022
Q4 | $395K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $0 | Hold |
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|
2020
Q3 | $0 | Buy |
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