Savant 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 | $332K | Buy |
9,831
+1,158
| +13% | +$39.2K | ﹤0.01% | 1312 |
|
|
2025
Q1 | $266K | Buy |
8,673
+1,063
| +14% | +$32.6K | ﹤0.01% | 1279 |
|
|
2024
Q4 | $231K | Buy |
7,610
+659
| +9% | +$20K | ﹤0.01% | 1247 |
|
|
2024
Q3 | $215K | Buy |
+6,951
| New | +$215K | ﹤0.01% | 1250 |
|
|
2023
Q4 | – | Sell |
-8,332
| Closed | -$205K | – | 871 |
|
|
2023
Q3 | $205K | Buy |
+8,332
| New | +$205K | ﹤0.01% | 752 |
|