Northwestern Mutual Wealth 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 | $2.14M | Buy |
63,304
+8,894
| +16% | +$301K | ﹤0.01% | 924 |
|
|
2025
Q1 | $1.67M | Buy |
54,410
+13,370
| +33% | +$410K | ﹤0.01% | 958 |
|
|
2024
Q4 | $1.24M | Buy |
41,040
+11,204
| +38% | +$340K | ﹤0.01% | 1001 |
|
|
2024
Q3 | $922K | Buy |
29,836
+811
| +3% | +$25.1K | ﹤0.01% | 1090 |
|
|
2024
Q2 | $857K | Buy |
29,025
+3,762
| +15% | +$111K | ﹤0.01% | 1077 |
|
|
2024
Q1 | $776K | Sell |
25,263
-4,606
| -15% | -$141K | ﹤0.01% | 1089 |
|
|
2023
Q4 | $923K | Sell |
29,869
-1,954
| -6% | -$60.4K | ﹤0.01% | 997 |
|
|
2023
Q3 | $784K | Buy |
31,823
+920
| +3% | +$22.7K | ﹤0.01% | 1024 |
|
|
2023
Q2 | $626K | Sell |
30,903
-5,687
| -16% | -$115K | ﹤0.01% | 1082 |
|
|
2023
Q1 | $781K | Sell |
36,590
-22,731
| -38% | -$485K | ﹤0.01% | 981 |
|
|
2022
Q4 | $1.11M | Sell |
59,321
-1,622
| -3% | -$30.3K | ﹤0.01% | 839 |
|
|
2022
Q3 | $884K | Sell |
60,943
-227,117
| -79% | -$3.29M | ﹤0.01% | 863 |
|
|
2022
Q2 | $4.67M | Buy |
288,060
+10,687
| +4% | +$173K | 0.01% | 432 |
|
|
2022
Q1 | $5.42M | Buy |
277,373
+261,002
| +1,594% | +$5.1M | 0.01% | 414 |
|
|
2021
Q4 | $293K | Buy |
16,371
+1,629
| +11% | +$29.2K | ﹤0.01% | 1289 |
|
|
2021
Q3 | $235K | Buy |
14,742
+3,359
| +30% | +$53.5K | ﹤0.01% | 1294 |
|
|
2021
Q2 | $174K | Sell |
11,383
-266,962
| -96% | -$4.08M | ﹤0.01% | 1368 |
|
|
2021
Q1 | $4.32M | Buy |
278,345
+5,516
| +2% | +$85.7K | 0.01% | 367 |
|
|
2020
Q4 | $3.86M | Buy |
272,829
+266,380
| +4,131% | +$3.76M | 0.01% | 363 |
|
|
2020
Q3 | $72K | Sell |
6,449
-695
| -10% | -$7.76K | ﹤0.01% | 1392 |
|
|
2020
Q2 | $82K | Buy |
7,144
+2,986
| +72% | +$34.3K | ﹤0.01% | 1286 |
|
|
2020
Q1 | $38K | Sell |
4,158
-1,745
| -30% | -$15.9K | ﹤0.01% | 1496 |
|
|
2019
Q4 | $74K | Buy |
5,903
+210
| +4% | +$2.63K | ﹤0.01% | 1307 |
|
|
2019
Q3 | $64K | Sell |
5,693
-1,202
| -17% | -$13.5K | ﹤0.01% | 1334 |
|
|
2019
Q2 | $81K | Sell |
6,895
-1,807
| -21% | -$21.2K | ﹤0.01% | 1214 |
|
|
2019
Q1 | $105K | Buy |
8,702
+4,386
| +102% | +$52.9K | ﹤0.01% | 1079 |
|
|
2018
Q4 | $53K | Sell |
4,316
-6,799
| -61% | -$83.5K | ﹤0.01% | 1230 |
|
|
2018
Q3 | $175K | Sell |
11,115
-2,969
| -21% | -$46.7K | ﹤0.01% | 844 |
|
|
2018
Q2 | $216K | Buy |
14,084
+2,857
| +25% | +$43.8K | ﹤0.01% | 751 |
|
|
2018
Q1 | $198K | Sell |
11,227
-2,409
| -18% | -$42.5K | ﹤0.01% | 745 |
|
|
2017
Q4 | $251K | Sell |
13,636
-457
| -3% | -$8.41K | ﹤0.01% | 660 |
|
|
2017
Q3 | $242K | Buy |
14,093
+3,625
| +35% | +$62.2K | ﹤0.01% | 639 |
|
|
2017
Q2 | $178K | Buy |
10,468
+2,809
| +37% | +$47.8K | ﹤0.01% | 705 |
|
|
2017
Q1 | $122K | Sell |
7,659
-1,836
| -19% | -$29.2K | ﹤0.01% | 772 |
|
|
2016
Q4 | $149K | Buy |
+9,495
| New | +$149K | ﹤0.01% | 711 |
|
|
2016
Q3 | – | Sell |
-11,646
| Closed | -$150K | – | 1442 |
|
|
2016
Q2 | $150K | Buy |
11,646
+3,182
| +38% | +$41K | ﹤0.01% | 633 |
|
|
2016
Q1 | $135K | Sell |
8,464
-203,879
| -96% | -$3.25M | ﹤0.01% | 636 |
|
|
2015
Q4 | $4.11M | Buy |
212,343
+210,914
| +14,760% | +$4.09M | 0.08% | 166 |
|
|
2015
Q3 | $26K | Buy |
+1,429
| New | +$26K | ﹤0.01% | 853 |
|
|
2015
Q1 | – | Sell |
-168
| Closed | -$3K | – | 1818 |
|
|
2014
Q4 | $3K | Buy |
+168
| New | +$3K | ﹤0.01% | 1439 |
|