Key Financial Inc’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 | $26.1K | Hold |
773
| – | – | 0.01% | 630 |
|
|
2025
Q1 | $23.7K | Hold |
773
| – | – | 0.01% | 625 |
|
|
2024
Q4 | $23.4K | Buy |
773
+317
| +70% | +$9.61K | 0.01% | 619 |
|
|
2024
Q3 | $14.1K | Hold |
456
| – | – | ﹤0.01% | 713 |
|
|
2024
Q2 | $13.5K | Hold |
456
| – | – | ﹤0.01% | 710 |
|
|
2024
Q1 | $14K | Hold |
456
| – | – | ﹤0.01% | 679 |
|
|
2023
Q4 | $14.1K | Hold |
456
| – | – | ﹤0.01% | 661 |
|
|
2023
Q3 | $11.2K | Hold |
456
| – | – | ﹤0.01% | 683 |
|
|
2023
Q2 | $9.24K | Hold |
456
| – | – | ﹤0.01% | 750 |
|
|
2023
Q1 | $9.73K | Hold |
456
| – | – | ﹤0.01% | 687 |
|
|
2022
Q4 | $6.62K | Hold |
456
| – | – | ﹤0.01% | 724 |
|
|
2022
Q3 | $7K | Hold |
456
| – | – | ﹤0.01% | 736 |
|
|
2022
Q2 | $7K | Hold |
456
| – | – | ﹤0.01% | 736 |
|
|
2022
Q1 | $9K | Hold |
456
| – | – | ﹤0.01% | 674 |
|
|
2021
Q4 | $8K | Hold |
456
| – | – | ﹤0.01% | 640 |
|
|
2021
Q3 | $7K | Hold |
456
| – | – | ﹤0.01% | 663 |
|
|
2021
Q2 | $8K | Hold |
456
| – | – | ﹤0.01% | 625 |
|
|
2021
Q1 | $7K | Hold |
456
| – | – | ﹤0.01% | 552 |
|
|
2020
Q4 | $6K | Buy |
+456
| New | +$6K | ﹤0.01% | 537 |
|
|
2020
Q2 | – | Sell |
-456
| Closed | -$4K | – | 587 |
|
|
2020
Q1 | $4K | Buy |
+456
| New | +$4K | ﹤0.01% | 537 |
|