Stamos Capital Partners’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 | $2.38M | Buy |
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|
2025
Q1 | $1.4M | Sell |
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|
2024
Q4 | $1.74M | Buy |
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|
2024
Q3 | $1.29M | Buy |
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|
2024
Q2 | $1.22M | Buy |
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|
2024
Q1 | $789K | Buy |
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|
2023
Q4 | $528K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $1.93M | Hold |
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|
2020
Q2 | $2M | Buy |
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|
2020
Q1 | $1.47M | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $1.33M | Buy |
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|
2019
Q2 | $262K | Buy |
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|
2019
Q1 | $241K | Buy |
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