Stamos Capital Partners’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 | $2.38M | Buy |
70,464
+24,824
| +54% | +$840K | 0.43% | 70 |
|
|
2025
Q1 | $1.4M | Sell |
45,640
-11,860
| -21% | -$363K | 0.37% | 81 |
|
|
2024
Q4 | $1.74M | Buy |
57,500
+15,620
| +37% | +$474K | 0.41% | 73 |
|
|
2024
Q3 | $1.29M | Buy |
41,880
+440
| +1% | +$13.6K | 0.3% | 79 |
|
|
2024
Q2 | $1.22M | Buy |
41,440
+15,750
| +61% | +$465K | 0.26% | 94 |
|
|
2024
Q1 | $789K | Buy |
25,690
+8,590
| +50% | +$264K | 0.18% | 100 |
|
|
2023
Q4 | $528K | Buy |
+17,100
| New | +$528K | 0.14% | 92 |
|
|
2020
Q4 | – | Sell |
-173,000
| Closed | -$1.93M | – | 74 |
|
|
2020
Q3 | $1.93M | Hold |
173,000
| – | – | 0.72% | 31 |
|
|
2020
Q2 | $2M | Buy |
173,000
+14,270
| +9% | +$165K | 1.14% | 21 |
|
|
2020
Q1 | $1.47M | Buy |
+158,730
| New | +$1.47M | 0.77% | 44 |
|
|
2019
Q4 | – | Sell |
-118,000
| Closed | -$1.34M | – | 61 |
|
|
2019
Q3 | $1.34M | Buy |
118,000
+96,000
| +436% | +$1.09M | 1.19% | 23 |
|
|
2019
Q2 | $262K | Buy |
22,000
+3,000
| +16% | +$35.7K | 0.26% | 44 |
|
|
2019
Q1 | $241K | Buy |
+19,000
| New | +$241K | 0.31% | 57 |
|