NBC Securities’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 | $625K | Buy |
18,488
+1,802
| +11% | +$60.9K | 0.05% | 407 |
|
|
2025
Q1 | $511K | Buy |
16,686
+16,669
| +98,053% | +$510K | 0.04% | 447 |
|
|
2024
Q4 | $519 | Sell |
17
-17,125
| -100% | -$523K | 0.05% | 435 |
|
|
2024
Q3 | $529K | Sell |
17,142
-12
| -0.1% | -$370 | 0.04% | 441 |
|
|
2024
Q2 | $506K | Buy |
17,154
+2,873
| +20% | +$84.7K | 0.05% | 434 |
|
|
2024
Q1 | $438K | Sell |
14,281
-610
| -4% | -$18.7K | 0.04% | 478 |
|
|
2023
Q4 | $460K | Sell |
14,891
-342
| -2% | -$10.6K | 0.05% | 446 |
|
|
2023
Q3 | $375K | Buy |
+15,233
| New | +$375K | 0.04% | 470 |
|