MML Investors Services’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 | $3.31M | Sell |
97,960
-4,743
| -5% | -$160K | 0.01% | 985 |
|
|
2025
Q1 | $3.15M | Buy |
102,703
+16,688
| +19% | +$511K | 0.01% | 956 |
|
|
2024
Q4 | $2.61M | Sell |
86,015
-993
| -1% | -$30.1K | 0.01% | 996 |
|
|
2024
Q3 | $2.69M | Sell |
87,008
-335
| -0.4% | -$10.4K | 0.01% | 942 |
|
|
2024
Q2 | $2.58M | Sell |
87,343
-16,453
| -16% | -$486K | 0.01% | 927 |
|
|
2024
Q1 | $3.19M | Buy |
103,796
+4,168
| +4% | +$128K | 0.01% | 840 |
|
|
2023
Q4 | $3.08M | Buy |
99,628
+43,843
| +79% | +$1.35M | 0.01% | 802 |
|
|
2023
Q3 | $1.38M | Buy |
55,785
+6,926
| +14% | +$171K | 0.01% | 1066 |
|
|
2023
Q2 | $990K | Buy |
48,859
+17,516
| +56% | +$355K | 0.01% | 1234 |
|
|
2023
Q1 | $669K | Sell |
31,343
-10,819
| -26% | -$231K | ﹤0.01% | 1270 |
|
|
2022
Q4 | $787K | Buy |
42,162
+4,351
| +12% | +$81.2K | 0.01% | 1275 |
|
|
2022
Q3 | $549K | Buy |
37,811
+4,600
| +14% | +$66.8K | ﹤0.01% | 1377 |
|
|
2022
Q2 | $539K | Sell |
33,211
-18,857
| -36% | -$306K | ﹤0.01% | 1375 |
|
|
2022
Q1 | $1.02M | Sell |
52,068
-19,153
| -27% | -$374K | 0.01% | 1084 |
|
|
2021
Q4 | $1.27M | Sell |
71,221
-1,287
| -2% | -$23K | 0.01% | 963 |
|
|
2021
Q3 | $1.16M | Buy |
72,508
+5,259
| +8% | +$83.8K | 0.01% | 966 |
|
|
2021
Q2 | $1.03M | Buy |
67,249
+2,695
| +4% | +$41.4K | 0.01% | 980 |
|
|
2021
Q1 | $1M | Buy |
64,554
+8,188
| +15% | +$127K | 0.01% | 921 |
|
|
2020
Q4 | $796K | Buy |
56,366
+24,181
| +75% | +$341K | 0.01% | 932 |
|
|
2020
Q3 | $359K | Sell |
32,185
-657
| -2% | -$7.33K | ﹤0.01% | 1199 |
|
|
2020
Q2 | $379K | Buy |
32,842
+7,091
| +28% | +$81.8K | 0.01% | 1123 |
|
|
2020
Q1 | $238K | Buy |
25,751
+3,964
| +18% | +$36.6K | ﹤0.01% | 1188 |
|
|
2019
Q4 | $274K | Buy |
21,787
+6,297
| +41% | +$79.2K | ﹤0.01% | 1284 |
|
|
2019
Q3 | $175K | Sell |
15,490
-5,111
| -25% | -$57.7K | ﹤0.01% | 1419 |
|
|
2019
Q2 | $244K | Buy |
20,601
+4,183
| +25% | +$49.5K | ﹤0.01% | 1403 |
|
|
2019
Q1 | $199K | Buy |
16,418
+2,668
| +19% | +$32.3K | ﹤0.01% | 1498 |
|
|
2018
Q4 | $170K | Buy |
13,750
+416
| +3% | +$5.14K | ﹤0.01% | 1414 |
|
|
2018
Q3 | $210K | Buy |
+13,334
| New | +$210K | ﹤0.01% | 1481 |
|