MassMutual Private Wealth & Trust’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
Q2 | $177K | Sell |
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|
2025
Q1 | $191K | Buy |
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|
2024
Q4 | $158K | Buy |
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|
2024
Q3 | $131K | Buy |
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|
2024
Q2 | $120K | Buy |
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|
2024
Q1 | $105K | Buy |
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|
2023
Q4 | $97.6K | Buy |
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|
2023
Q3 | $67K | Buy |
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|
2023
Q2 | $50.3K | Buy |
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|
2023
Q1 | $34.4K | Buy |
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|
2022
Q4 | $22K | Buy |
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|
2022
Q3 | $12K | Sell |
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|
2022
Q2 | $14K | Sell |
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|
2022
Q1 | $19K | Buy |
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|
2021
Q4 | $8K | Buy |
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|
2021
Q3 | $6K | Hold |
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|
2021
Q2 | $6K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $7K | Buy |
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|
2020
Q1 | $0 | Hold |
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|
2019
Q4 | $0 | Sell |
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|
2019
Q3 | $2K | Buy |
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|
2019
Q2 | $0 | Hold |
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|
2019
Q1 | $97 | Sell |
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|
2018
Q4 | $198 | Hold |
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|
2018
Q3 | $252 | Hold |
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|
2018
Q2 | $245 | Sell |
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|
2018
Q1 | $3.44K | Hold |
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|
2017
Q4 | $3.59K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $53.4K | Buy |
|