Klingenstein Fields & Co’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
Q2
$505K Hold
2025
Q1
$457K Hold
2024
Q4
$453K Hold
2024
Q3
$461K Hold
2024
Q2
$441K Hold
2024
Q1
$459K Hold
2023
Q4
$461K Hold
2023
Q3
$368K Buy