Swiss National Bank’s Upbound Group UPBD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.48M | Buy |
98,700
+8,600
| +10% | +$216K | ﹤0.01% | 1668 |
|
|
2025
Q1 | $2.16M | Sell |
90,100
-1,000
| -1% | -$24K | ﹤0.01% | 1715 |
|
|
2024
Q4 | $2.66M | Hold |
91,100
| – | – | ﹤0.01% | 1694 |
|
|
2024
Q3 | $2.91M | Hold |
91,100
| – | – | ﹤0.01% | 1643 |
|
|
2024
Q2 | $2.8M | Hold |
91,100
| – | – | ﹤0.01% | 1630 |
|
|
2024
Q1 | $3.21M | Sell |
91,100
-2,600
| -3% | -$91.5K | ﹤0.01% | 1575 |
|
|
2023
Q4 | $3.18M | Sell |
93,700
-10,800
| -10% | -$367K | ﹤0.01% | 1577 |
|
|
2023
Q3 | $3.08M | Buy |
104,500
+1,400
| +1% | +$41.2K | ﹤0.01% | 1572 |
|
|
2023
Q2 | $3.21M | Sell |
103,100
-11,100
| -10% | -$346K | ﹤0.01% | 1590 |
|
|
2023
Q1 | $2.8M | Sell |
114,200
-21,600
| -16% | -$529K | ﹤0.01% | 1627 |
|
|
2022
Q4 | $3.06M | Buy |
135,800
+2,600
| +2% | +$58.6K | ﹤0.01% | 1628 |
|
|
2022
Q3 | $2.33M | Sell |
133,200
-14,800
| -10% | -$259K | ﹤0.01% | 1763 |
|
|
2022
Q2 | $2.88M | Buy |
148,000
+7,300
| +5% | +$142K | ﹤0.01% | 1669 |
|
|
2022
Q1 | $3.54M | Buy |
140,700
+8,800
| +7% | +$222K | ﹤0.01% | 1667 |
|
|
2021
Q4 | $6.34M | Hold |
131,900
| – | – | ﹤0.01% | 1305 |
|
|
2021
Q3 | $7.41M | Buy |
131,900
+18,400
| +16% | +$1.03M | ﹤0.01% | 1177 |
|
|
2021
Q2 | $6.02M | Buy |
113,500
+2,100
| +2% | +$111K | ﹤0.01% | 1363 |
|
|
2021
Q1 | $6.42M | Buy |
111,400
+1,900
| +2% | +$110K | ﹤0.01% | 1301 |
|
|
2020
Q4 | $4.19M | Sell |
109,500
-500
| -0.5% | -$19.1K | ﹤0.01% | 1469 |
|
|
2020
Q3 | $3.29M | Hold |
110,000
| – | – | ﹤0.01% | 1440 |
|
|
2020
Q2 | $3.06M | Buy |
110,000
+19,700
| +22% | +$548K | ﹤0.01% | 1448 |
|
|
2020
Q1 | $1.28M | Buy |
90,300
+2,100
| +2% | +$29.7K | ﹤0.01% | 1692 |
|
|
2019
Q4 | $2.54M | Buy |
88,200
+2,000
| +2% | +$57.7K | ﹤0.01% | 1583 |
|
|
2019
Q3 | $2.22M | Buy |
86,200
+1,600
| +2% | +$41.3K | ﹤0.01% | 1597 |
|
|
2019
Q2 | $2.25M | Buy |
84,600
+11,500
| +16% | +$306K | ﹤0.01% | 1624 |
|
|
2019
Q1 | $1.53M | Buy |
73,100
+2,100
| +3% | +$43.8K | ﹤0.01% | 1830 |
|
|
2018
Q4 | $1.15M | Buy |
71,000
+1,400
| +2% | +$22.7K | ﹤0.01% | 1921 |
|
|
2018
Q3 | $1M | Hold |
69,600
| – | – | ﹤0.01% | 2138 |
|
|
2018
Q2 | $1.03M | Sell |
69,600
-21,900
| -24% | -$323K | ﹤0.01% | 2148 |
|
|
2018
Q1 | $790K | Hold |
91,500
| – | – | ﹤0.01% | 2211 |
|
|
2017
Q4 | $1.02M | Hold |
91,500
| – | – | ﹤0.01% | 2089 |
|
|
2017
Q3 | $1.05M | Hold |
91,500
| – | – | ﹤0.01% | 2037 |
|
|
2017
Q2 | $1.07M | Buy |
91,500
+7,300
| +9% | +$85.5K | ﹤0.01% | 2013 |
|
|
2017
Q1 | $747K | Hold |
84,200
| – | – | ﹤0.01% | 2199 |
|
|
2016
Q4 | $947K | Hold |
84,200
| – | – | ﹤0.01% | 2073 |
|
|
2016
Q3 | $1.06M | Sell |
84,200
-3,100
| -4% | -$39.2K | ﹤0.01% | 1922 |
|
|
2016
Q2 | $1.07M | Buy |
87,300
+1,600
| +2% | +$19.6K | ﹤0.01% | 1920 |
|
|
2016
Q1 | $1.31M | Buy |
85,700
+16,000
| +23% | +$245K | ﹤0.01% | 1731 |
|
|
2015
Q4 | $1.04M | Hold |
69,700
| – | – | ﹤0.01% | 1800 |
|
|
2015
Q3 | $1.69M | Buy |
69,700
+9,400
| +16% | +$228K | ﹤0.01% | 1419 |
|
|
2015
Q2 | $1.71M | Hold |
60,300
| – | – | ﹤0.01% | 1420 |
|
|
2015
Q1 | $1.66M | Buy |
60,300
+1,400
| +2% | +$38.4K | ﹤0.01% | 1424 |
|
|
2014
Q4 | $2.14M | Buy |
58,900
+1,400
| +2% | +$50.8K | 0.01% | 1212 |
|
|
2014
Q3 | $1.75M | Sell |
57,500
-1,100
| -2% | -$33.4K | 0.01% | 1285 |
|
|
2014
Q2 | $1.68M | Sell |
58,600
-1,000
| -2% | -$28.7K | 0.01% | 1375 |
|
|
2014
Q1 | $1.59M | Buy |
59,600
+8,800
| +17% | +$234K | 0.01% | 1378 |
|
|
2013
Q4 | $1.69M | Sell |
50,800
-1,600
| -3% | -$53.4K | 0.01% | 1156 |
|
|
2013
Q3 | $2M | Sell |
52,400
-5,400
| -9% | -$206K | 0.01% | 1009 |
|
|
2013
Q2 | $2.17M | Buy |
+57,800
| New | +$2.17M | 0.01% | 940 |
|