Sandy Spring Bank’s UBS Group UBS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $78.5K | Hold |
2,564
| – | – | ﹤0.01% | 490 |
|
|
2024
Q4 | $77.7K | Hold |
2,564
| – | – | ﹤0.01% | 500 |
|
|
2024
Q3 | $79.3K | Buy |
+2,564
| New | +$79.3K | ﹤0.01% | 504 |
|
|
2024
Q2 | – | Sell |
-200
| Closed | -$6.14K | – | 1339 |
|
|
2024
Q1 | $6.14K | Buy |
+200
| New | +$6.14K | ﹤0.01% | 933 |
|
|
2019
Q1 | – | Sell |
-600
| Closed | -$7K | – | 804 |
|
|
2018
Q4 | $7K | Sell |
600
-654
| -52% | -$7.63K | ﹤0.01% | 704 |
|
|
2018
Q3 | $20K | Hold |
1,254
| – | – | ﹤0.01% | 594 |
|
|
2018
Q2 | $19K | Hold |
1,254
| – | – | ﹤0.01% | 592 |
|
|
2018
Q1 | $22K | Sell |
1,254
-795
| -39% | -$13.9K | ﹤0.01% | 589 |
|
|
2017
Q4 | $38K | Buy |
+2,049
| New | +$38K | ﹤0.01% | 488 |
|
|
2016
Q2 | – | Sell |
-110
| Closed | -$2K | – | 942 |
|
|
2016
Q1 | $2K | Hold |
110
| – | – | ﹤0.01% | 898 |
|
|
2015
Q4 | $2K | Buy |
+110
| New | +$2K | ﹤0.01% | 875 |
|