Keel Point’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 | $321K | Buy |
9,488
+346
| +4% | +$11.7K | 0.02% | 383 |
|
|
2025
Q1 | $279K | Sell |
9,142
-85
| -0.9% | -$2.6K | 0.02% | 361 |
|
|
2024
Q4 | $280K | Buy |
9,227
+389
| +4% | +$11.8K | 0.02% | 338 |
|
|
2024
Q3 | $273K | Buy |
8,838
+40
| +0.5% | +$1.24K | 0.02% | 347 |
|
|
2024
Q2 | $257K | Sell |
8,798
-550
| -6% | -$16.1K | 0.02% | 351 |
|
|
2024
Q1 | $287K | Sell |
9,348
-41
| -0.4% | -$1.26K | 0.03% | 290 |
|
|
2023
Q4 | $290K | Buy |
9,389
+445
| +5% | +$13.8K | 0.03% | 264 |
|
|
2023
Q3 | $220K | Buy |
+8,944
| New | +$220K | 0.03% | 283 |
|