KeyBank National Association’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 | $383K | Buy |
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|
2025
Q2 | $251K | Buy |
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|
2025
Q1 | $213K | Sell |
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|
2024
Q4 | $226K | Sell |
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|
2024
Q3 | $256K | Sell |
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|
2024
Q2 | $250K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $165K | Buy |
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|
2016
Q3 | – | Sell |
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|
2016
Q2 | $560K | Sell |
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|
2016
Q1 | $840K | Buy |
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|
2015
Q4 | $233K | Sell |
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|
2015
Q3 | $295K | Buy |
|