Lindbrook Capital’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
Q1 | $370K | Buy |
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|
2024
Q4 | $341K | Buy |
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|
2024
Q3 | $337K | Sell |
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|
2024
Q2 | $379K | Buy |
|
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|
2024
Q1 | $380K | Buy |
|
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|
2023
Q4 | $376K | Buy |
|
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|
2023
Q3 | $287K | Buy |
|
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|
2023
Q2 | $209K | Sell |
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|
2023
Q1 | $239K | Sell |
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|
2022
Q4 | $307K | Buy |
|
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|
2022
Q3 | $147K | Buy |
|
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|
2022
Q2 | $144K | Sell |
|
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|
2022
Q1 | $272K | Buy |
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|
2021
Q4 | $247K | Buy |
|
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|
2021
Q3 | $180K | Buy |
|
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|
2021
Q2 | $168K | Sell |
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|
2021
Q1 | $171K | Buy |
|
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|
2020
Q4 | $149K | Sell |
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|
2020
Q3 | $195K | Buy |
|
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|
2020
Q2 | $202K | Sell |
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|
2020
Q1 | $182K | Buy |
|
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|
2019
Q4 | $166K | Hold |
|
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|
2019
Q3 | $149K | Buy |
|
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|
2019
Q2 | $152K | Sell |
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|
2019
Q1 | $160K | Buy |
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|
2018
Q4 | $161K | Buy |
|