Park Avenue 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 | $1.84M | Sell |
54,294
-3,633
| -6% | -$123K | 0.02% | 549 |
|
|
2025
Q1 | $1.77M | Buy |
57,927
+20,722
| +56% | +$635K | 0.02% | 427 |
|
|
2024
Q4 | $1.13M | Buy |
37,205
+6,638
| +22% | +$201K | 0.01% | 696 |
|
|
2024
Q3 | $945K | Sell |
30,567
-10,815
| -26% | -$334K | 0.01% | 711 |
|
|
2024
Q2 | $1.22M | Sell |
41,382
-486
| -1% | -$14.4K | 0.01% | 578 |
|
|
2024
Q1 | $1.29M | Sell |
41,868
-13,798
| -25% | -$424K | 0.02% | 561 |
|
|
2023
Q4 | $1.72M | Buy |
55,666
+1,840
| +3% | +$56.9K | 0.02% | 423 |
|
|
2023
Q3 | $1.33M | Buy |
53,826
+7,203
| +15% | +$178K | 0.02% | 455 |
|
|
2023
Q2 | $945K | Buy |
46,623
+6,602
| +16% | +$134K | 0.02% | 494 |
|
|
2023
Q1 | $854K | Sell |
40,021
-8,962
| -18% | -$191K | 0.01% | 506 |
|
|
2022
Q4 | $915K | Buy |
48,983
+4,844
| +11% | +$90.5K | 0.02% | 567 |
|
|
2022
Q3 | $640K | Buy |
44,139
+4,345
| +11% | +$63K | 0.01% | 626 |
|
|
2022
Q2 | $645K | Buy |
39,794
+3,667
| +10% | +$59.4K | 0.01% | 608 |
|
|
2022
Q1 | $706K | Sell |
36,127
-14,836
| -29% | -$290K | 0.01% | 609 |
|
|
2021
Q4 | $911K | Buy |
50,963
+867
| +2% | +$15.5K | 0.02% | 512 |
|
|
2021
Q3 | $799K | Buy |
50,096
+6,603
| +15% | +$105K | 0.02% | 504 |
|
|
2021
Q2 | $667K | Buy |
43,493
+3,623
| +9% | +$55.6K | 0.01% | 532 |
|
|
2021
Q1 | $619K | Buy |
39,870
+4,302
| +12% | +$66.8K | 0.02% | 516 |
|
|
2020
Q4 | $503K | Buy |
35,568
+11,363
| +47% | +$161K | 0.01% | 504 |
|
|
2020
Q3 | $270K | Buy |
24,205
+2,608
| +12% | +$29.1K | 0.01% | 614 |
|
|
2020
Q2 | $249K | Buy |
21,597
+3,041
| +16% | +$35.1K | 0.01% | 575 |
|
|
2020
Q1 | $172K | Buy |
18,556
+2,480
| +15% | +$23K | 0.01% | 291 |
|
|
2019
Q4 | $202K | Buy |
16,076
+4,127
| +35% | +$51.9K | 0.01% | 577 |
|
|
2019
Q3 | $135K | Buy |
+11,949
| New | +$135K | 0.01% | 514 |
|