Liberty One Investment Management’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 | $693K | Sell |
20,480
-898
| -4% | -$30.4K | 0.07% | 103 |
|
|
2025
Q1 | $655K | Sell |
21,378
-743
| -3% | -$22.8K | 0.07% | 108 |
|
|
2024
Q4 | $671K | Sell |
22,121
-1,576
| -7% | -$47.8K | 0.07% | 107 |
|
|
2024
Q3 | $732K | Sell |
23,697
-1,184
| -5% | -$36.6K | 0.07% | 109 |
|
|
2024
Q2 | $735K | Sell |
24,881
-1,349
| -5% | -$39.9K | 0.08% | 106 |
|
|
2024
Q1 | $806K | Sell |
26,230
-10,154
| -28% | -$312K | 0.09% | 95 |
|
|
2023
Q4 | $1.12M | Sell |
36,384
-2,265
| -6% | -$70K | 0.14% | 79 |
|
|
2023
Q3 | $953K | Sell |
38,649
-1,270
| -3% | -$31.3K | 0.14% | 76 |
|
|
2023
Q2 | $809K | Sell |
39,919
-9,143
| -19% | -$185K | 0.11% | 93 |
|
|
2023
Q1 | $1.05M | Sell |
49,062
-2,948
| -6% | -$62.9K | 0.14% | 79 |
|
|
2022
Q4 | $971K | Sell |
52,010
-3,480
| -6% | -$65K | 0.14% | 80 |
|
|
2022
Q3 | $805K | Sell |
55,490
-14,529
| -21% | -$211K | 0.13% | 88 |
|
|
2022
Q2 | $1.07M | Buy |
70,019
+10,403
| +17% | +$160K | 0.18% | 91 |
|
|
2022
Q1 | $1.17M | Sell |
59,616
-2,841
| -5% | -$55.5K | 0.18% | 80 |
|
|
2021
Q4 | $1.12M | Sell |
62,457
-7,396
| -11% | -$132K | 0.17% | 90 |
|
|
2021
Q3 | $1.11M | Sell |
69,853
-166
| -0.2% | -$2.65K | 0.19% | 85 |
|
|
2021
Q2 | $1.07M | Buy |
70,019
+3,031
| +5% | +$46.5K | 0.18% | 91 |
|
|
2021
Q1 | $1.04M | Sell |
66,988
-105
| -0.2% | -$1.63K | 0.19% | 84 |
|
|
2020
Q4 | $948K | Buy |
67,093
+1,839
| +3% | +$26K | 0.18% | 80 |
|
|
2020
Q3 | $728K | Buy |
65,254
+2,326
| +4% | +$26K | 0.15% | 103 |
|
|
2020
Q2 | $726K | Buy |
62,928
+5,830
| +10% | +$67.3K | 0.16% | 81 |
|
|
2020
Q1 | $529K | Buy |
57,098
+1,018
| +2% | +$9.43K | 0.14% | 92 |
|
|
2019
Q4 | $705K | Buy |
+56,080
| New | +$705K | 0.15% | 98 |
|