Mesirow Financial Investment 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 | $318K | Sell |
9,405
-2,135
| -19% | -$72.2K | 0.01% | 428 |
|
2025
Q1 | $353K | Sell |
11,540
-8,738
| -43% | -$268K | 0.01% | 420 |
|
2024
Q4 | $615K | Buy |
20,278
+10,040
| +98% | +$304K | 0.01% | 322 |
|
2024
Q3 | $316K | Sell |
10,238
-273
| -3% | -$8.44K | 0.01% | 438 |
|
2024
Q2 | $311K | Buy |
10,511
+437
| +4% | +$12.9K | 0.01% | 402 |
|
2024
Q1 | $309K | Sell |
10,074
-410
| -4% | -$12.6K | 0.01% | 423 |
|
2023
Q4 | $324K | Buy |
+10,484
| New | +$324K | 0.01% | 407 |
|