Rehmann Capital Advisory Group’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 | $599K | Sell |
17,724
-4,551
| -20% | -$154K | 0.04% | 316 |
|
|
2025
Q1 | $682K | Sell |
22,275
-4,199
| -16% | -$129K | 0.04% | 286 |
|
|
2024
Q4 | $803K | Sell |
26,474
-538
| -2% | -$16.3K | 0.05% | 244 |
|
|
2024
Q3 | $835K | Sell |
27,012
-69
| -0.3% | -$2.13K | 0.05% | 239 |
|
|
2024
Q2 | $800K | Buy |
27,081
+721
| +3% | +$21.3K | 0.06% | 240 |
|
|
2024
Q1 | $810K | Sell |
26,360
-1,741
| -6% | -$53.5K | 0.06% | 229 |
|
|
2023
Q4 | $868K | Buy |
28,101
+293
| +1% | +$9.05K | 0.07% | 208 |
|
|
2023
Q3 | $685K | Sell |
27,808
-3,176
| -10% | -$78.3K | 0.06% | 237 |
|
|
2023
Q2 | $628K | Sell |
30,984
-1,348
| -4% | -$27.3K | 0.06% | 269 |
|
|
2023
Q1 | $690K | Sell |
32,332
-3,547
| -10% | -$75.7K | 0.06% | 252 |
|
|
2022
Q4 | $670K | Sell |
35,879
-2,994
| -8% | -$55.9K | 0.07% | 252 |
|
|
2022
Q3 | $564K | Buy |
38,873
+5,137
| +15% | +$74.5K | 0.06% | 268 |
|
|
2022
Q2 | $547K | Buy |
33,736
+122
| +0.4% | +$1.98K | 0.06% | 266 |
|
|
2022
Q1 | $660K | Sell |
33,614
-297
| -0.9% | -$5.83K | 0.06% | 262 |
|
|
2021
Q4 | $606K | Sell |
33,911
-538
| -2% | -$9.61K | 0.06% | 277 |
|
|
2021
Q3 | $551K | Buy |
34,449
+5,292
| +18% | +$84.6K | 0.05% | 302 |
|
|
2021
Q2 | $446K | Sell |
29,157
-380
| -1% | -$5.82K | 0.04% | 334 |
|
|
2021
Q1 | $459K | Sell |
29,537
-457
| -2% | -$7.1K | 0.05% | 302 |
|
|
2020
Q4 | $424K | Buy |
29,994
+2,471
| +9% | +$34.9K | 0.05% | 300 |
|
|
2020
Q3 | $307K | Buy |
27,523
+501
| +2% | +$5.59K | 0.04% | 316 |
|
|
2020
Q2 | $312K | Buy |
27,022
+2,157
| +9% | +$24.9K | 0.04% | 315 |
|
|
2020
Q1 | $230K | Buy |
+24,865
| New | +$230K | 0.04% | 339 |
|
|
2019
Q3 | $34.5K | Sell |
3,048
-331
| -10% | -$3.74K | ﹤0.01% | 735 |
|
|
2019
Q2 | $40K | Sell |
3,379
-13,875
| -80% | -$164K | ﹤0.01% | 922 |
|
|
2019
Q1 | $209K | Buy |
17,254
+10,790
| +167% | +$131K | 0.03% | 401 |
|
|
2018
Q4 | $80K | Sell |
6,464
-4,883
| -43% | -$60.5K | 0.01% | 459 |
|
|
2018
Q3 | $178K | Sell |
11,347
-161
| -1% | -$2.53K | 0.02% | 425 |
|
|
2018
Q2 | $177K | Sell |
11,508
-3,300
| -22% | -$50.6K | 0.03% | 411 |
|
|
2018
Q1 | $261K | Sell |
14,808
-274
| -2% | -$4.83K | 0.04% | 309 |
|
|
2017
Q4 | $277K | Buy |
15,082
+1,854
| +14% | +$34.1K | 0.05% | 297 |
|
|
2017
Q3 | $227K | Sell |
13,228
-25
| -0.2% | -$429 | 0.04% | 332 |
|
|
2017
Q2 | $225K | Buy |
13,253
+1,357
| +11% | +$23K | 0.04% | 324 |
|
|
2017
Q1 | $190K | Buy |
+11,896
| New | +$190K | 0.03% | 380 |
|
|
2016
Q3 | – | Sell |
-10,437
| Closed | -$135K | – | 393 |
|
|
2016
Q2 | $135K | Buy |
+10,437
| New | +$135K | 0.03% | 357 |
|