&Partners’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 | $1.14M | Buy |
34,341
+7,196
| +27% | +$240K | 0.01% | 921 |
|
|
2025
Q1 | $857K | Buy |
27,145
+517
| +2% | +$16.3K | 0.01% | 889 |
|
|
2024
Q4 | $833K | Buy |
26,628
+5,680
| +27% | +$178K | 0.01% | 852 |
|
|
2024
Q3 | $644K | Buy |
20,948
+7,557
| +56% | +$232K | 0.01% | 751 |
|
|
2024
Q2 | $396K | Buy |
13,391
+2,906
| +28% | +$85.8K | 0.02% | 621 |
|
|
2024
Q1 | $322K | Buy |
10,485
+1,032
| +11% | +$31.7K | 0.04% | 348 |
|
|
2023
Q4 | $288K | Buy |
+9,453
| New | +$288K | 0.07% | 216 |
|