Raymond James Trust’s UBS Group UBS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $1M | Sell |
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|
2024
Q2 | $1.01M | Buy |
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|
2024
Q1 | $894K | Sell |
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|
2023
Q4 | $941K | Sell |
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|
2023
Q3 | $777K | Sell |
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|
2023
Q2 | $850K | Buy |
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|
2023
Q1 | $830K | Buy |
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|
2022
Q4 | $599K | Sell |
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|
2022
Q3 | $510K | Sell |
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|
2022
Q2 | $600K | Sell |
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|
2022
Q1 | $723K | Sell |
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|
2021
Q4 | $725K | Buy |
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|
2021
Q3 | $532K | Buy |
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|
2021
Q2 | $505K | Sell |
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|
2021
Q1 | $577K | Sell |
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|
2020
Q4 | $553K | Sell |
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|
2020
Q3 | $441K | Sell |
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|
2020
Q2 | $497K | Buy |
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|
2020
Q1 | $328K | Buy |
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|
2019
Q4 | $409K | Sell |
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|
2019
Q3 | $425K | Buy |
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|
2019
Q2 | $373K | Buy |
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|
2019
Q1 | $341K | Buy |
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|
2018
Q4 | $288K | Sell |
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|
2018
Q3 | $414K | Buy |
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|
2018
Q2 | $372K | Buy |
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|
2018
Q1 | $398K | Buy |
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|
2017
Q4 | $401K | Sell |
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|
2017
Q3 | $374K | Buy |
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|
2017
Q2 | $360K | Sell |
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|
2017
Q1 | $459K | Buy |
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|
2016
Q4 | $438K | Sell |
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|
2016
Q3 | $383K | Buy |
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|
2016
Q2 | $359K | Buy |
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|
2016
Q1 | $422K | Buy |
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