LG
Leuthold Group’s UBS Group UBS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $417K | Hold |
12,323
| – | – | 0.05% | 167 |
|
|
2025
Q1 | $377K | Sell |
12,323
-419
| -3% | -$12.8K | 0.05% | 177 |
|
|
2024
Q4 | $386K | Sell |
12,742
-315
| -2% | -$9.55K | 0.05% | 168 |
|
|
2024
Q3 | $404K | Sell |
13,057
-327
| -2% | -$10.1K | 0.04% | 146 |
|
|
2024
Q2 | $395K | Buy |
13,384
+5,669
| +73% | +$167K | 0.05% | 144 |
|
|
2024
Q1 | $237K | Buy |
+7,715
| New | +$237K | 0.03% | 171 |
|
|
2022
Q4 | – | Sell |
-175,340
| Closed | -$2.54M | – | 210 |
|
|
2022
Q3 | $2.54M | Sell |
175,340
-72,846
| -29% | -$1.06M | 0.38% | 103 |
|
|
2022
Q2 | $4.03M | Sell |
248,186
-158,400
| -39% | -$2.57M | 0.57% | 64 |
|
|
2022
Q1 | $7.95M | Sell |
406,586
-1,548
| -0.4% | -$30.2K | 1.02% | 25 |
|
|
2021
Q4 | $7.29M | Sell |
408,134
-9,856
| -2% | -$176K | 0.85% | 35 |
|
|
2021
Q3 | $6.66M | Buy |
417,990
+1,244
| +0.3% | +$19.8K | 0.82% | 34 |
|
|
2021
Q2 | $6.39M | Sell |
416,746
-7,653
| -2% | -$117K | 0.78% | 39 |
|
|
2021
Q1 | $6.59M | Sell |
424,399
-38,047
| -8% | -$591K | 0.83% | 33 |
|
|
2020
Q4 | $6.53M | Buy |
462,446
+63,382
| +16% | +$896K | 0.86% | 36 |
|
|
2020
Q3 | $4.45M | Sell |
399,064
-3,026
| -0.8% | -$33.7K | 0.61% | 57 |
|
|
2020
Q2 | $4.64M | Buy |
+402,090
| New | +$4.64M | 0.69% | 54 |
|