Patient Capital 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 | $65.5M | Sell |
1,937,639
-105,414
| -5% | -$3.57M | 2.96% | 12 |
|
|
2025
Q1 | $62.6M | Buy |
2,043,053
+633
| +0% | +$19.4K | 3.22% | 14 |
|
|
2024
Q4 | $61.9M | Buy |
2,042,420
+20,401
| +1% | +$619K | 2.86% | 18 |
|
|
2024
Q3 | $62.5M | Sell |
2,022,019
-6,918
| -0.3% | -$214K | 3.07% | 14 |
|
|
2024
Q2 | $59.9M | Sell |
2,028,937
-310,963
| -13% | -$9.19M | 3.18% | 12 |
|
|
2024
Q1 | $71.9M | Sell |
2,339,900
-111,037
| -5% | -$3.41M | 3.5% | 11 |
|
|
2023
Q4 | $75.7M | Sell |
2,450,937
-31,675
| -1% | -$979K | 4.01% | 8 |
|
|
2023
Q3 | $61.2M | Sell |
2,482,612
-5,653
| -0.2% | -$139K | 3.59% | 10 |
|
|
2023
Q2 | $50.4M | Buy |
2,488,265
+2,265,465
| +1,017% | +$45.9M | 2.81% | 16 |
|
|
2023
Q1 | $4.75M | Buy |
+222,800
| New | +$4.75M | 2.12% | 26 |
|