MCM
Mitchell Capital Management’s UBS Group UBS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.48M | Sell |
96,483
-13,862
| -13% | -$499K | 0.65% | 47 |
|
|
2025
Q1 | $3.38M | Buy |
110,345
+4,149
| +4% | +$127K | 0.64% | 51 |
|
|
2024
Q4 | $3.22M | Sell |
106,196
-2,629
| -2% | -$79.7K | 0.56% | 55 |
|
|
2024
Q3 | $3.36M | Buy |
108,825
+1,451
| +1% | +$44.9K | 0.59% | 55 |
|
|
2024
Q2 | $3.17M | Sell |
107,374
-1,180
| -1% | -$34.9K | 0.56% | 57 |
|
|
2024
Q1 | $3.33M | Buy |
108,554
+4,927
| +5% | +$151K | 0.64% | 51 |
|
|
2023
Q4 | $3.2M | Sell |
103,627
-2,547
| -2% | -$78.7K | 0.67% | 53 |
|
|
2023
Q3 | $2.62M | Sell |
106,174
-199
| -0.2% | -$4.91K | 0.62% | 59 |
|
|
2023
Q2 | $2.16M | Buy |
106,373
+31,172
| +41% | +$632K | 0.49% | 67 |
|
|
2023
Q1 | $1.6M | Buy |
75,201
+1,894
| +3% | +$40.4K | 0.4% | 83 |
|
|
2022
Q4 | $1.37M | Buy |
73,307
+451
| +0.6% | +$8.42K | 0.38% | 80 |
|
|
2022
Q3 | $1.06M | Sell |
72,856
-291
| -0.4% | -$4.22K | 0.3% | 91 |
|
|
2022
Q2 | $1.19M | Buy |
73,147
+441
| +0.6% | +$7.15K | 0.33% | 82 |
|
|
2022
Q1 | $1.42M | Buy |
+72,706
| New | +$1.42M | 0.32% | 81 |
|