Thrivent Financial for Lutherans’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 | $35.8M | Buy |
1,061,842
+1,045,540
| +6,414% | +$35.3M | 0.08% | 283 |
|
2025
Q1 | $531K | Hold |
16,302
| – | – | ﹤0.01% | 2049 |
|
2024
Q4 | $531K | Buy |
16,302
+527
| +3% | +$17.2K | ﹤0.01% | 2233 |
|
2024
Q3 | $488K | Buy |
15,775
+4,889
| +45% | +$151K | ﹤0.01% | 2257 |
|
2024
Q2 | $322K | Buy |
10,886
+952
| +10% | +$28.2K | ﹤0.01% | 2372 |
|
2024
Q1 | $305K | Buy |
9,934
+850
| +9% | +$26.1K | ﹤0.01% | 2375 |
|
2023
Q4 | $281K | Buy |
+9,084
| New | +$281K | ﹤0.01% | 2375 |
|