Studio Investment Management’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 | $444K | Sell |
13,141
-249
| -2% | -$8.42K | 0.09% | 126 |
|
|
2025
Q1 | $410K | Sell |
13,390
-1,946
| -13% | -$59.6K | 0.08% | 127 |
|
|
2024
Q4 | $465K | Sell |
15,336
-220
| -1% | -$6.67K | 0.1% | 113 |
|
|
2024
Q3 | $481K | Buy |
15,556
+464
| +3% | +$14.3K | 0.1% | 116 |
|
|
2024
Q2 | $446K | Buy |
15,092
+184
| +1% | +$5.44K | 0.1% | 109 |
|
|
2024
Q1 | $458K | Buy |
14,908
+1,002
| +7% | +$30.8K | 0.11% | 111 |
|
|
2023
Q4 | $430K | Sell |
13,906
-2,541
| -15% | -$78.5K | 0.11% | 106 |
|
|
2023
Q3 | $405K | Sell |
16,447
-3,829
| -19% | -$94.4K | 0.11% | 100 |
|
|
2023
Q2 | $411K | Buy |
20,276
+39
| +0.2% | +$791 | 0.12% | 100 |
|
|
2023
Q1 | $432K | Sell |
20,237
-2,549
| -11% | -$54.4K | 0.13% | 86 |
|
|
2022
Q4 | $425K | Buy |
22,786
+879
| +4% | +$16.4K | 0.14% | 81 |
|
|
2022
Q3 | $318K | Buy |
21,907
+320
| +1% | +$4.64K | 0.11% | 104 |
|
|
2022
Q2 | $350K | Buy |
21,587
+1,794
| +9% | +$29.1K | 0.12% | 101 |
|
|
2022
Q1 | $387K | Sell |
19,793
-1,320
| -6% | -$25.8K | 0.13% | 85 |
|
|
2021
Q4 | $377K | Buy |
21,113
+1,295
| +7% | +$23.1K | 0.14% | 88 |
|
|
2021
Q3 | $316K | Buy |
+19,818
| New | +$316K | 0.14% | 79 |
|