LPL Financial’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 | $7.28M | Sell |
215,150
-11,096
| -5% | -$375K | ﹤0.01% | 1998 |
|
|
2025
Q1 | $6.93M | Buy |
226,246
+30,617
| +16% | +$938K | ﹤0.01% | 1872 |
|
|
2024
Q4 | $5.93M | Buy |
195,629
+33,126
| +20% | +$1M | ﹤0.01% | 1927 |
|
|
2024
Q3 | $5.02M | Sell |
162,503
-8,332
| -5% | -$258K | ﹤0.01% | 1982 |
|
|
2024
Q2 | $5.05M | Buy |
170,835
+25,572
| +18% | +$755K | ﹤0.01% | 1834 |
|
|
2024
Q1 | $4.46M | Sell |
145,263
-3,672
| -2% | -$113K | ﹤0.01% | 1873 |
|
|
2023
Q4 | $4.6M | Buy |
148,935
+39,653
| +36% | +$1.23M | ﹤0.01% | 1728 |
|
|
2023
Q3 | $2.69M | Buy |
109,282
+802
| +0.7% | +$19.8K | ﹤0.01% | 2054 |
|
|
2023
Q2 | $2.2M | Buy |
108,480
+12,292
| +13% | +$249K | ﹤0.01% | 2153 |
|
|
2023
Q1 | $2.05M | Buy |
96,188
+8,084
| +9% | +$173K | ﹤0.01% | 2118 |
|
|
2022
Q4 | $1.64M | Sell |
88,104
-10,870
| -11% | -$203K | ﹤0.01% | 2229 |
|
|
2022
Q3 | $1.44M | Sell |
98,974
-10,488
| -10% | -$152K | ﹤0.01% | 2237 |
|
|
2022
Q2 | $1.78M | Buy |
109,462
+2,367
| +2% | +$38.4K | ﹤0.01% | 2109 |
|
|
2022
Q1 | $2.09M | Sell |
107,095
-58,431
| -35% | -$1.14M | ﹤0.01% | 2027 |
|
|
2021
Q4 | $2.96M | Sell |
165,526
-4,461
| -3% | -$79.7K | ﹤0.01% | 1796 |
|
|
2021
Q3 | $2.71M | Buy |
169,987
+5,614
| +3% | +$89.5K | ﹤0.01% | 1820 |
|
|
2021
Q2 | $2.52M | Buy |
164,373
+11,782
| +8% | +$181K | ﹤0.01% | 1787 |
|
|
2021
Q1 | $2.37M | Sell |
152,591
-2,005
| -1% | -$31.1K | ﹤0.01% | 1719 |
|
|
2020
Q4 | $2.18M | Sell |
154,596
-8,108
| -5% | -$115K | ﹤0.01% | 1618 |
|
|
2020
Q3 | $1.81M | Sell |
162,704
-3,866
| -2% | -$43.1K | ﹤0.01% | 1515 |
|
|
2020
Q2 | $1.92M | Sell |
166,570
-31,665
| -16% | -$365K | ﹤0.01% | 1363 |
|
|
2020
Q1 | $1.84M | Buy |
198,235
+58,822
| +42% | +$545K | ﹤0.01% | 1236 |
|
|
2019
Q4 | $1.75M | Buy |
139,413
+73,674
| +112% | +$927K | ﹤0.01% | 1440 |
|
|
2019
Q3 | $744K | Buy |
65,739
+13,192
| +25% | +$149K | ﹤0.01% | 1943 |
|
|
2019
Q2 | $623K | Buy |
52,547
+5,781
| +12% | +$68.5K | ﹤0.01% | 2091 |
|
|
2019
Q1 | $566K | Sell |
46,766
-2,063
| -4% | -$25K | ﹤0.01% | 2121 |
|
|
2018
Q4 | $605K | Sell |
48,829
-5,011
| -9% | -$62.1K | ﹤0.01% | 1886 |
|
|
2018
Q3 | $847K | Buy |
53,840
+7,164
| +15% | +$113K | ﹤0.01% | 1801 |
|
|
2018
Q2 | $716K | Buy |
46,676
+3,032
| +7% | +$46.5K | ﹤0.01% | 1878 |
|
|
2018
Q1 | $771K | Sell |
43,644
-78,961
| -64% | -$1.39M | ﹤0.01% | 1790 |
|
|
2017
Q4 | $2.26M | Sell |
122,605
-4,126
| -3% | -$75.9K | 0.01% | 992 |
|
|
2017
Q3 | $2.17M | Buy |
126,731
+33,711
| +36% | +$578K | 0.01% | 943 |
|
|
2017
Q2 | $1.58M | Sell |
93,020
-39,436
| -30% | -$669K | 0.01% | 1080 |
|
|
2017
Q1 | $2.09M | Sell |
132,456
-7,484
| -5% | -$118K | 0.01% | 814 |
|
|
2016
Q4 | $2.29M | Sell |
139,940
-13,010
| -9% | -$213K | 0.02% | 733 |
|
|
2016
Q3 | $2.12M | Sell |
152,950
-66,688
| -30% | -$922K | 0.02% | 744 |
|
|
2016
Q2 | $2.72M | Buy |
219,638
+202,142
| +1,155% | +$2.51M | 0.02% | 604 |
|
|
2016
Q1 | $262K | Sell |
17,496
-13,568
| -44% | -$203K | ﹤0.01% | 2625 |
|
|
2015
Q4 | $591K | Sell |
31,064
-106,796
| -77% | -$2.03M | ﹤0.01% | 2087 |
|
|
2015
Q3 | $2.7M | Buy |
137,860
+41,963
| +44% | +$823K | 0.01% | 705 |
|
|
2015
Q2 | $2.02M | Buy |
95,897
+1,056
| +1% | +$22.2K | 0.01% | 904 |
|
|
2015
Q1 | $1.82M | Sell |
94,841
-18,093
| -16% | -$346K | 0.01% | 961 |
|
|
2014
Q4 | $1.93M | Buy |
+112,934
| New | +$1.93M | 0.01% | 905 |
|