Kovitz Investment Group Partners’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 | $1.52M | Buy |
45,009
+5,178
| +13% | +$175K | 0.01% | 702 |
|
|
2025
Q1 | $1.22M | Sell |
39,831
-7,198
| -15% | -$220K | 0.01% | 690 |
|
|
2024
Q4 | $1.43M | Sell |
47,029
-742
| -2% | -$22.5K | 0.01% | 637 |
|
|
2024
Q3 | $1.06M | Buy |
47,771
+12,323
| +35% | +$274K | 0.01% | 613 |
|
|
2024
Q2 | $1.05M | Buy |
+35,448
| New | +$1.05M | 0.01% | 526 |
|