MAI Capital 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 | $148K | Buy |
4,376
+4,045
| +1,222% | +$137K | ﹤0.01% | 1251 |
|
|
2025
Q1 | $10.1K | Buy |
331
+210
| +174% | +$6.43K | ﹤0.01% | 2315 |
|
|
2024
Q4 | $3.67K | Buy |
+121
| New | +$3.67K | ﹤0.01% | 2707 |
|
|
2024
Q3 | – | Sell |
-31,641
| Closed | -$935K | – | 1199 |
|
|
2024
Q2 | $935K | Sell |
31,641
-2,538
| -7% | -$75K | 0.01% | 604 |
|
|
2024
Q1 | $1.05M | Sell |
34,179
-57
| -0.2% | -$1.75K | 0.01% | 545 |
|
|
2023
Q4 | $1.06M | Buy |
34,236
+2,893
| +9% | +$89.4K | 0.01% | 439 |
|
|
2023
Q3 | $773K | Buy |
31,343
+2,664
| +9% | +$65.7K | 0.01% | 483 |
|
|
2023
Q2 | $581K | Buy |
28,679
+17,243
| +151% | +$350K | 0.01% | 562 |
|
|
2023
Q1 | $244K | Buy |
+11,436
| New | +$244K | ﹤0.01% | 858 |
|
|
2019
Q2 | – | Sell |
-12,139
| Closed | -$147K | – | 541 |
|
|
2019
Q1 | $147K | Sell |
12,139
-1,095
| -8% | -$13.3K | 0.01% | 436 |
|
|
2018
Q4 | $164K | Buy |
13,234
+1,458
| +12% | +$18.1K | 0.01% | 403 |
|
|
2018
Q3 | $185K | Sell |
11,776
-9
| -0.1% | -$141 | 0.01% | 444 |
|
|
2018
Q2 | $181K | Buy |
11,785
+180
| +2% | +$2.77K | 0.01% | 445 |
|
|
2018
Q1 | $205K | Hold |
11,605
| – | – | 0.01% | 420 |
|
|
2017
Q4 | $213K | Hold |
11,605
| – | – | 0.01% | 432 |
|
|
2017
Q3 | $198K | Hold |
11,605
| – | – | 0.01% | 417 |
|
|
2017
Q2 | $197K | Buy |
+11,605
| New | +$197K | 0.01% | 421 |
|