Syon Capital’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 | $595K | Buy |
17,603
+2,716
| +18% | +$91.9K | 0.04% | 321 |
|
|
2025
Q1 | $456K | Sell |
14,887
-868
| -6% | -$26.6K | 0.04% | 332 |
|
|
2024
Q4 | $478K | Sell |
15,755
-43,764
| -74% | -$1.33M | 0.04% | 296 |
|
|
2024
Q3 | $1.84M | Buy |
59,519
+1,966
| +3% | +$60.8K | 0.16% | 96 |
|
|
2024
Q2 | $1.7M | Buy |
57,553
+6,080
| +12% | +$180K | 0.16% | 98 |
|
|
2024
Q1 | $1.58M | Sell |
51,473
-46,877
| -48% | -$1.44M | 0.15% | 102 |
|
|
2023
Q4 | $3.04M | Buy |
98,350
+52,675
| +115% | +$1.63M | 0.13% | 105 |
|
|
2023
Q3 | $1.13M | Buy |
+45,675
| New | +$1.13M | 0.14% | 91 |
|