Towarzystwo Funduszy Inwestycyjnych PZU SA’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 | $170K | Buy |
5,050
+950
| +23% | +$32K | 0.05% | 184 |
|
|
2025
Q1 | $125K | Buy |
4,100
+650
| +19% | +$19.8K | 0.04% | 200 |
|
|
2024
Q4 | $106K | Hold |
3,450
| – | – | 0.03% | 198 |
|
|
2024
Q3 | $107K | Hold |
3,450
| – | – | 0.04% | 194 |
|
|
2024
Q2 | $101K | Buy |
3,450
+812
| +31% | +$23.9K | 0.04% | 181 |
|
|
2024
Q1 | $81.2K | Hold |
2,638
| – | – | 0.03% | 211 |
|
|
2023
Q4 | $81.9K | Buy |
+2,638
| New | +$81.9K | 0.04% | 189 |
|
|
2021
Q3 | $43.1K | Hold |
2,688
| – | – | 0.05% | 140 |
|
|
2021
Q2 | $41.2K | Hold |
2,688
| – | – | 0.05% | 160 |
|
|
2021
Q1 | $41.8K | Hold |
2,688
| – | – | 0.06% | 137 |
|
|
2020
Q4 | $38K | Buy |
+2,688
| New | +$38K | 0.04% | 127 |
|