Marietta Investment Partners’s UBS Group UBS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-73,584
| Closed | -$1.37M | – | 169 |
|
|
2022
Q4 | $1.37M | Sell |
73,584
-2,972
| -4% | -$55.5K | 0.39% | 53 |
|
|
2022
Q3 | $1.26M | Sell |
76,556
-27,910
| -27% | -$459K | 0.37% | 58 |
|
|
2022
Q2 | $1.69M | Buy |
104,466
+866
| +0.8% | +$14K | 0.51% | 48 |
|
|
2022
Q1 | $2.02M | Buy |
103,600
+22,250
| +27% | +$435K | 0.46% | 55 |
|
|
2021
Q4 | $1.45M | Buy |
81,350
+3,500
| +4% | +$62.6K | 0.31% | 74 |
|
|
2021
Q3 | $1.24M | Sell |
77,850
-4,250
| -5% | -$67.7K | 0.28% | 79 |
|
|
2021
Q2 | $1.26M | Buy |
82,100
+14,300
| +21% | +$219K | 0.29% | 75 |
|
|
2021
Q1 | $1.05M | Buy |
67,800
+52,726
| +350% | +$819K | 0.26% | 80 |
|
|
2020
Q4 | $213K | Buy |
+15,074
| New | +$213K | 0.05% | 152 |
|