SignatureFD’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 | $2.47M | Sell |
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|
2025
Q1 | $2.38M | Sell |
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|
2024
Q4 | $2.39M | Buy |
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|
2024
Q3 | $2.3M | Buy |
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|
2024
Q2 | $2.15M | Buy |
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|
2024
Q1 | $2.13M | Buy |
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|
2023
Q4 | $2.07M | Buy |
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|
2023
Q3 | $1.59M | Buy |
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|
2023
Q2 | $1.15M | Buy |
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|
2023
Q1 | $1.19M | Buy |
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|
2022
Q4 | $974K | Buy |
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|
2022
Q3 | $743K | Buy |
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|
2022
Q2 | $728K | Buy |
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|
2022
Q1 | $720K | Buy |
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|
2021
Q4 | $627K | Buy |
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|
2021
Q3 | $467K | Buy |
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|
2021
Q2 | $360K | Buy |
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|
2021
Q1 | $339K | Buy |
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|
2020
Q4 | $295K | Buy |
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|
2020
Q3 | $224K | Buy |
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|
2020
Q2 | $231K | Sell |
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|
2020
Q1 | $197K | Sell |
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|
2019
Q4 | $313K | Buy |
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|
2019
Q3 | $223K | Buy |
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|
2019
Q2 | $81K | Sell |
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|
2019
Q1 | $106K | Sell |
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|
2018
Q4 | $187K | Sell |
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|
2018
Q3 | $277K | Buy |
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|
2018
Q2 | $186K | Sell |
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|
2018
Q1 | $232K | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $91K | Buy |
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|
2016
Q2 | $54K | Buy |
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|
2016
Q1 | $46K | Buy |
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|
2015
Q4 | $22K | Sell |
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|
2015
Q3 | $43K | Buy |
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|
2015
Q2 | $18K | Buy |
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|
2015
Q1 | $2K | Buy |
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