MAI Capital Management’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
Q3 | $25.4K | Sell |
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|
2025
Q2 | $148K | Buy |
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|
2025
Q1 | $10.1K | Buy |
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|
2024
Q4 | $3.67K | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $935K | Sell |
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|
2024
Q1 | $1.05M | Sell |
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|
2023
Q4 | $1.06M | Buy |
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|
2023
Q3 | $773K | Buy |
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|
2023
Q2 | $581K | Buy |
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|
2023
Q1 | $244K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $147K | Sell |
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|
2018
Q4 | $164K | Buy |
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|
2018
Q3 | $185K | Sell |
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|
2018
Q2 | $181K | Buy |
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|
2018
Q1 | $205K | Hold |
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|
2017
Q4 | $213K | Hold |
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|
2017
Q3 | $198K | Hold |
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|
2017
Q2 | $197K | Buy |
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