TD Waterhouse Canada’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 | $675K | Buy |
19,998
+6,755
| +51% | +$228K | ﹤0.01% | 605 |
|
|
2025
Q1 | $402K | Buy |
13,243
+745
| +6% | +$22.6K | ﹤0.01% | 675 |
|
|
2024
Q4 | $379K | Sell |
12,498
-35
| -0.3% | -$1.06K | ﹤0.01% | 666 |
|
|
2024
Q3 | $386K | Buy |
12,533
+3,350
| +36% | +$103K | ﹤0.01% | 648 |
|
|
2024
Q2 | $275K | Sell |
9,183
-5,156
| -36% | -$154K | ﹤0.01% | 703 |
|
|
2024
Q1 | $421K | Buy |
14,339
+4,225
| +42% | +$124K | ﹤0.01% | 638 |
|
|
2023
Q4 | $313K | Buy |
10,114
+7,344
| +265% | +$227K | ﹤0.01% | 612 |
|
|
2023
Q3 | $79.3K | Buy |
2,770
+1,390
| +101% | +$39.8K | ﹤0.01% | 808 |
|
|
2023
Q2 | $30.4K | Sell |
1,380
-3,930
| -74% | -$86.5K | ﹤0.01% | 1044 |
|
|
2023
Q1 | $112K | Buy |
5,310
+4,000
| +305% | +$84.4K | ﹤0.01% | 747 |
|
|
2022
Q4 | $27K | Sell |
1,310
-65
| -5% | -$1.34K | ﹤0.01% | 1030 |
|
|
2022
Q3 | $22.3K | Sell |
1,375
-300
| -18% | -$4.87K | ﹤0.01% | 1072 |
|
|
2022
Q2 | $28.8K | Sell |
1,675
-688
| -29% | -$11.8K | ﹤0.01% | 1030 |
|
|
2022
Q1 | $46.6K | Buy |
2,363
+1,264
| +115% | +$24.9K | ﹤0.01% | 1010 |
|
|
2021
Q4 | $20.5K | Buy |
+1,099
| New | +$20.5K | ﹤0.01% | 1204 |
|