Pathstone Holdings’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 | $6.45M | Sell |
190,870
-35,644
| -16% | -$1.2M | 0.03% | 461 |
|
|
2025
Q1 | $6.92M | Buy |
226,514
+288
| +0.1% | +$8.8K | 0.03% | 449 |
|
|
2024
Q4 | $6.88M | Buy |
226,226
+5,681
| +3% | +$173K | 0.03% | 439 |
|
|
2024
Q3 | $6.82M | Sell |
220,545
-34,081
| -13% | -$1.05M | 0.03% | 452 |
|
|
2024
Q2 | $7.51M | Buy |
254,626
+49,988
| +24% | +$1.48M | 0.03% | 397 |
|
|
2024
Q1 | $6.29M | Buy |
204,638
+14,339
| +8% | +$441K | 0.03% | 439 |
|
|
2023
Q4 | $5.89M | Buy |
+190,299
| New | +$5.89M | 0.03% | 391 |
|