Sage Rhino Capital’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 | $510K | Sell |
15,093
-328
| -2% | -$11.1K | 0.11% | 135 |
|
|
2025
Q1 | $472K | Sell |
15,421
-40
| -0.3% | -$1.23K | 0.11% | 141 |
|
|
2024
Q4 | $469K | Sell |
15,461
-409
| -3% | -$12.4K | 0.1% | 141 |
|
|
2024
Q3 | $491K | Buy |
15,870
+95
| +0.6% | +$2.94K | 0.11% | 139 |
|
|
2024
Q2 | $466K | Sell |
15,775
-423
| -3% | -$12.5K | 0.11% | 136 |
|
|
2024
Q1 | $498K | Buy |
16,198
+128
| +0.8% | +$3.93K | 0.12% | 130 |
|
|
2023
Q4 | $497K | Sell |
16,070
-616
| -4% | -$19K | 0.13% | 122 |
|
|
2023
Q3 | $411K | Buy |
16,686
+228
| +1% | +$5.62K | 0.12% | 133 |
|
|
2023
Q2 | $334K | Buy |
16,458
+37
| +0.2% | +$750 | 0.09% | 147 |
|
|
2023
Q1 | $350K | Buy |
16,421
+30
| +0.2% | +$640 | 0.1% | 146 |
|
|
2022
Q4 | $306K | Buy |
16,391
+756
| +5% | +$14.1K | 0.1% | 155 |
|
|
2022
Q3 | $227K | Sell |
15,635
-723
| -4% | -$10.5K | 0.09% | 160 |
|
|
2022
Q2 | $265K | Buy |
16,358
+123
| +0.8% | +$1.99K | 0.1% | 157 |
|
|
2022
Q1 | $317K | Buy |
16,235
+140
| +0.9% | +$2.73K | 0.1% | 157 |
|
|
2021
Q4 | $288K | Buy |
16,095
+1,186
| +8% | +$21.2K | 0.08% | 165 |
|
|
2021
Q3 | $238K | Buy |
14,909
+975
| +7% | +$15.6K | 0.07% | 172 |
|
|
2021
Q2 | $214K | Buy |
13,934
+1,204
| +9% | +$18.5K | 0.06% | 181 |
|
|
2021
Q1 | $198K | Buy |
12,730
+561
| +5% | +$8.73K | 0.07% | 170 |
|
|
2020
Q4 | $172K | Buy |
12,169
+415
| +4% | +$5.87K | 0.07% | 165 |
|
|
2020
Q3 | $131K | Buy |
11,754
+48
| +0.4% | +$535 | 0.06% | 155 |
|
|
2020
Q2 | $135K | Buy |
11,706
+550
| +5% | +$6.34K | 0.07% | 150 |
|
|
2020
Q1 | $103K | Buy |
+11,156
| New | +$103K | 0.07% | 126 |
|