Stonegate Investment Group’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 | $428K | Buy |
12,659
+311
| +3% | +$10.5K | 0.01% | 258 |
|
|
2025
Q1 | $378K | Sell |
12,348
-3,108
| -20% | -$95.2K | 0.01% | 248 |
|
|
2024
Q4 | $469K | Hold |
15,456
| – | – | 0.01% | 221 |
|
|
2024
Q3 | $478K | Buy |
15,456
+797
| +5% | +$24.6K | 0.01% | 232 |
|
|
2024
Q2 | $433K | Buy |
14,659
+2,101
| +17% | +$62.1K | 0.01% | 235 |
|
|
2024
Q1 | $386K | Buy |
12,558
+342
| +3% | +$10.5K | 0.01% | 242 |
|
|
2023
Q4 | $377K | Buy |
12,216
+1,000
| +9% | +$30.9K | 0.01% | 230 |
|
|
2023
Q3 | $276K | Hold |
11,216
| – | – | 0.01% | 250 |
|
|
2023
Q2 | $227K | Buy |
11,216
+381
| +4% | +$7.72K | 0.01% | 280 |
|
|
2023
Q1 | $231K | Buy |
+10,835
| New | +$231K | 0.01% | 276 |
|
|
2022
Q4 | – | Sell |
-10,096
| Closed | -$146K | – | 347 |
|
|
2022
Q3 | $146K | Buy |
+10,096
| New | +$146K | 0.01% | 272 |
|