KOCAA
Knights of Columbus Asset Advisors’s UBS Group UBS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $316K | Hold |
9,341
| – | – | 0.02% | 294 |
|
|
2025
Q1 | $286K | Sell |
9,341
-452
| -5% | -$13.8K | 0.02% | 285 |
|
|
2024
Q4 | $297K | Hold |
9,793
| – | – | 0.02% | 287 |
|
|
2024
Q3 | $303K | Buy |
9,793
+2,023
| +26% | +$62.5K | 0.02% | 296 |
|
|
2024
Q2 | $230K | Buy |
7,770
+3,070
| +65% | +$90.7K | 0.02% | 330 |
|
|
2024
Q1 | $144K | Sell |
4,700
-320
| -6% | -$9.83K | 0.01% | 328 |
|
|
2023
Q4 | $155K | Buy |
+5,020
| New | +$155K | 0.01% | 327 |
|