Summit Global Investments’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 | $1.8M | Sell |
53,198
-11,049
| -17% | -$374K | 0.11% | 125 |
|
|
2025
Q1 | $1.97M | Buy |
+64,247
| New | +$1.97M | 0.14% | 88 |
|
|
2024
Q4 | – | Sell |
-23,445
| Closed | -$725K | – | 639 |
|
|
2024
Q3 | $725K | Sell |
23,445
-24,287
| -51% | -$751K | 0.05% | 300 |
|
|
2024
Q2 | $1.41M | Buy |
+47,732
| New | +$1.41M | 0.1% | 167 |
|