SVB Wealth’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 | – | Sell |
|
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|
2025
Q2 | $221K | Sell |
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|
2025
Q1 | $362K | Sell |
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|
2024
Q4 | $434K | Buy |
|
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|
2024
Q3 | – | Sell |
|
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|
2024
Q2 | $431K | Sell |
|
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|
2024
Q1 | $542K | Sell |
|
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|
2023
Q4 | $699K | Sell |
|
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|
2023
Q3 | $699K | Sell |
|
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|
2023
Q2 | $612K | Buy |
|
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|
2023
Q1 | $475K | Buy |
|
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|
2022
Q4 | $413K | Sell |
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|
2022
Q3 | $347K | Buy |
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|
2022
Q2 | $226K | Buy |
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|
2022
Q1 | $263K | Buy |
|
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|
2021
Q4 | $189K | Sell |
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|
2021
Q3 | $292K | Sell |
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|
2021
Q2 | $389K | Sell |
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|
2021
Q1 | $980K | Buy |
|
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|
2020
Q4 | $757K | Buy |
|
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|
2020
Q3 | $360K | Buy |
|
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|
2020
Q2 | $163K | Buy |
|
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|
2018
Q4 | – | Sell |
|
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|
2018
Q3 | $171K | Sell |
|
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|
2018
Q2 | $185K | Sell |
|
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|
2018
Q1 | $225K | Sell |
|
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|
2017
Q4 | $276K | Buy |
|
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|
2017
Q3 | $250K | Buy |
|
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|
2017
Q2 | $236K | Buy |
|
|||||
|
2017
Q1 | $202K | Sell |
|
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|
2016
Q4 | $215K | Sell |
|
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|
2016
Q3 | $224K | Sell |
|
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|
2016
Q2 | $297K | Sell |
|
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|
2016
Q1 | $380K | Sell |
|
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|
2015
Q4 | $460K | Sell |
|
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|
2015
Q3 | $637K | Buy |
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|
2015
Q2 | $613K | Buy |
|