KeyBank National Association’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 | $251K | Buy |
7,433
+464
| +7% | +$15.7K | ﹤0.01% | 1045 |
|
|
2025
Q1 | $213K | Sell |
6,969
-484
| -6% | -$14.8K | ﹤0.01% | 1081 |
|
|
2024
Q4 | $226K | Sell |
7,453
-825
| -10% | -$25K | ﹤0.01% | 1078 |
|
|
2024
Q3 | $256K | Sell |
8,278
-176
| -2% | -$5.44K | ﹤0.01% | 1031 |
|
|
2024
Q2 | $250K | Buy |
+8,454
| New | +$250K | ﹤0.01% | 984 |
|
|
2017
Q2 | – | Sell |
-10,343
| Closed | -$165K | – | 1149 |
|
|
2017
Q1 | $165K | Buy |
+10,343
| New | +$165K | ﹤0.01% | 1099 |
|
|
2016
Q3 | – | Sell |
-43,199
| Closed | -$560K | – | 1175 |
|
|
2016
Q2 | $560K | Sell |
43,199
-9,254
| -18% | -$120K | ﹤0.01% | 743 |
|
|
2016
Q1 | $840K | Buy |
52,453
+40,422
| +336% | +$647K | 0.01% | 606 |
|
|
2015
Q4 | $233K | Sell |
12,031
-3,902
| -24% | -$75.6K | ﹤0.01% | 1024 |
|
|
2015
Q3 | $295K | Buy |
+15,933
| New | +$295K | ﹤0.01% | 949 |
|