Ritholtz Wealth Management’s UBS Group UBS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.88M | Sell |
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|
2025
Q1 | $5.55M | Sell |
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|
2024
Q4 | $6.27M | Buy |
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|
2024
Q3 | $5.48M | Buy |
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|
2024
Q2 | $4.58M | Sell |
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|
2024
Q1 | $4.99M | Buy |
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|
2023
Q4 | $4.72M | Buy |
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|
2023
Q3 | $3.48M | Buy |
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|
2023
Q2 | $2.09M | Buy |
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|
2023
Q1 | $2.02M | Buy |
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|
2022
Q4 | $1.7M | Buy |
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|
2022
Q3 | $971K | Buy |
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|
2022
Q2 | $730K | Buy |
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|
2022
Q1 | $341K | Buy |
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|
2021
Q4 | $253K | Buy |
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|
2021
Q3 | $175K | Buy |
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|
2021
Q2 | $163K | Sell |
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|
2021
Q1 | $185K | Buy |
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