Principal Street 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 | $788K | Buy |
23,295
+15,487
| +198% | +$524K | 0.08% | 146 |
|
|
2025
Q1 | $239K | Hold |
7,808
| – | – | 0.04% | 201 |
|
|
2024
Q4 | $237K | Sell |
7,808
-6,241
| -44% | -$189K | 0.05% | 199 |
|
|
2024
Q3 | $415K | Buy |
14,049
+6,918
| +97% | +$205K | 0.07% | 156 |
|
|
2024
Q2 | $211K | Hold |
7,131
| – | – | 0.04% | 227 |
|
|
2024
Q1 | $212K | Buy |
+7,131
| New | +$212K | 0.04% | 232 |
|