Mercer Global Advisors’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 | $3.32M | Sell |
98,308
-8,176
| -8% | -$277K | 0.01% | 677 |
|
|
2025
Q1 | $3.26M | Sell |
106,484
-44,355
| -29% | -$1.36M | 0.01% | 678 |
|
|
2024
Q4 | $4.57M | Sell |
150,839
-129,236
| -46% | -$3.92M | 0.01% | 566 |
|
|
2024
Q3 | $8.63M | Buy |
280,075
+8,596
| +3% | +$265K | 0.02% | 353 |
|
|
2024
Q2 | $8.02M | Sell |
271,479
-12,320
| -4% | -$364K | 0.02% | 347 |
|
|
2024
Q1 | $8.72M | Buy |
283,799
+5,606
| +2% | +$172K | 0.02% | 332 |
|
|
2023
Q4 | $8.6M | Sell |
278,193
-5,609
| -2% | -$173K | 0.03% | 341 |
|
|
2023
Q3 | $7M | Buy |
283,802
+50,798
| +22% | +$1.25M | 0.03% | 346 |
|
|
2023
Q2 | $4.72M | Buy |
233,004
+11,445
| +5% | +$232K | 0.02% | 469 |
|
|
2023
Q1 | $4.73M | Sell |
221,559
-12,789
| -5% | -$273K | 0.02% | 444 |
|
|
2022
Q4 | $4.38M | Sell |
234,348
-6,658
| -3% | -$124K | 0.02% | 467 |
|
|
2022
Q3 | $3.5M | Sell |
241,006
-4,172
| -2% | -$60.5K | 0.02% | 481 |
|
|
2022
Q2 | $3.98M | Sell |
245,178
-54,741
| -18% | -$888K | 0.02% | 424 |
|
|
2022
Q1 | $5.86M | Sell |
299,919
-31,446
| -9% | -$614K | 0.03% | 344 |
|
|
2021
Q4 | $5.92M | Buy |
331,365
+14,773
| +5% | +$264K | 0.04% | 334 |
|
|
2021
Q3 | $5.05M | Sell |
316,592
-38,218
| -11% | -$609K | 0.04% | 350 |
|
|
2021
Q2 | $5.44M | Buy |
354,810
+30,206
| +9% | +$463K | 0.04% | 315 |
|
|
2021
Q1 | $5.04M | Buy |
324,604
+82,599
| +34% | +$1.28M | 0.05% | 296 |
|
|
2020
Q4 | $3.42M | Buy |
+242,005
| New | +$3.42M | 0.04% | 296 |
|
|
2019
Q4 | – | Sell |
-21,879
| Closed | -$247K | – | 1202 |
|
|
2019
Q3 | $247K | Buy |
21,879
+778
| +4% | +$8.78K | 0.01% | 959 |
|
|
2019
Q2 | $250K | Sell |
21,101
-652
| -3% | -$7.73K | 0.01% | 949 |
|
|
2019
Q1 | $263K | Buy |
+21,753
| New | +$263K | 0.01% | 867 |
|