RWM
Ritholtz Wealth Management’s UBS Group UBS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.88M | Sell |
144,231
-37,059
| -20% | -$1.25M | 0.11% | 115 |
|
|
2025
Q1 | $5.55M | Sell |
181,290
-25,513
| -12% | -$781K | 0.17% | 82 |
|
|
2024
Q4 | $6.27M | Buy |
206,803
+29,367
| +17% | +$890K | 0.18% | 70 |
|
|
2024
Q3 | $5.48M | Buy |
177,436
+22,363
| +14% | +$691K | 0.17% | 76 |
|
|
2024
Q2 | $4.58M | Sell |
155,073
-7,348
| -5% | -$217K | 0.15% | 80 |
|
|
2024
Q1 | $4.99M | Buy |
162,421
+9,782
| +6% | +$301K | 0.17% | 72 |
|
|
2023
Q4 | $4.72M | Buy |
152,639
+11,298
| +8% | +$349K | 0.18% | 66 |
|
|
2023
Q3 | $3.48M | Buy |
141,341
+38,439
| +37% | +$948K | 0.16% | 84 |
|
|
2023
Q2 | $2.09M | Buy |
102,902
+8,193
| +9% | +$166K | 0.09% | 130 |
|
|
2023
Q1 | $2.02M | Buy |
94,709
+3,711
| +4% | +$79.2K | 0.1% | 127 |
|
|
2022
Q4 | $1.7M | Buy |
90,998
+24,072
| +36% | +$449K | 0.09% | 151 |
|
|
2022
Q3 | $971K | Buy |
66,926
+21,945
| +49% | +$318K | 0.05% | 245 |
|
|
2022
Q2 | $730K | Buy |
44,981
+27,542
| +158% | +$447K | 0.05% | 240 |
|
|
2022
Q1 | $341K | Buy |
17,439
+3,303
| +23% | +$64.6K | 0.02% | 391 |
|
|
2021
Q4 | $253K | Buy |
14,136
+3,161
| +29% | +$56.6K | 0.02% | 444 |
|
|
2021
Q3 | $175K | Buy |
10,975
+344
| +3% | +$5.49K | 0.01% | 477 |
|
|
2021
Q2 | $163K | Sell |
10,631
-1,265
| -11% | -$19.4K | 0.01% | 473 |
|
|
2021
Q1 | $185K | Buy |
+11,896
| New | +$185K | 0.02% | 411 |
|