Solstein 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 | $602K | Hold |
17,834
| – | – | 0.31% | 60 |
|
|
2025
Q1 | $543K | Hold |
17,834
| – | – | 0.32% | 58 |
|
|
2024
Q4 | $544K | Sell |
17,834
-162
| -0.9% | -$4.94K | 0.3% | 58 |
|
|
2024
Q3 | $556K | Sell |
17,996
-1,338
| -7% | -$41.3K | 0.29% | 65 |
|
|
2024
Q2 | $570K | Hold |
19,334
| – | – | 0.37% | 56 |
|
|
2024
Q1 | $595K | Sell |
19,334
-8,683
| -31% | -$267K | 0.41% | 55 |
|
|
2023
Q4 | $868K | Buy |
28,017
+2,462
| +10% | +$76.3K | 0.64% | 39 |
|
|
2023
Q3 | $634K | Buy |
25,555
+24,385
| +2,084% | +$605K | 0.54% | 48 |
|
|
2023
Q2 | $23.7K | Buy |
+1,170
| New | +$23.7K | 0.02% | 173 |
|
|
2021
Q2 | – | Sell |
-101
| Closed | -$2K | – | 483 |
|
|
2021
Q1 | $2K | Buy |
+101
| New | +$2K | ﹤0.01% | 374 |
|