Studio Investment Management’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
Q3 | $507K | Sell |
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|
2025
Q2 | $444K | Sell |
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|
2025
Q1 | $410K | Sell |
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|
2024
Q4 | $465K | Sell |
|
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|
2024
Q3 | $481K | Buy |
|
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|
2024
Q2 | $446K | Buy |
|
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|
2024
Q1 | $458K | Buy |
|
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|
2023
Q4 | $430K | Sell |
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|
2023
Q3 | $405K | Sell |
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|
2023
Q2 | $411K | Buy |
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|
2023
Q1 | $432K | Sell |
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|
2022
Q4 | $425K | Buy |
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|
2022
Q3 | $318K | Buy |
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|
2022
Q2 | $350K | Buy |
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|
2022
Q1 | $387K | Sell |
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|
2021
Q4 | $377K | Buy |
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|
2021
Q3 | $316K | Buy |
|