Truist Financial’s UBS Group UBS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.71M | Sell |
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|
2025
Q2 | $1.41M | Sell |
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|
2025
Q1 | $1.57M | Sell |
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|
2024
Q4 | $1.78M | Sell |
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|
2024
Q3 | $1.93M | Sell |
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|
2024
Q2 | $1.86M | Sell |
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|
2024
Q1 | $2.04M | Sell |
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|
2023
Q4 | $3.05M | Buy |
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|
2023
Q3 | $1.14M | Sell |
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|
2023
Q2 | $946K | Sell |
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|
2023
Q1 | $1.08M | Buy |
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|
2022
Q4 | $757K | Buy |
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|
2022
Q3 | $553K | Sell |
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|
2022
Q2 | $688K | Sell |
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|
2022
Q1 | $1.17M | Sell |
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|
2021
Q4 | $1.16M | Buy |
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|
2021
Q3 | $872K | Buy |
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|
2021
Q2 | $832K | Buy |
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|
2021
Q1 | $727K | Buy |
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|
2020
Q4 | $475K | Buy |
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|
2020
Q3 | $348K | Sell |
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|
2020
Q2 | $419K | Buy |
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|
2020
Q1 | $293K | Sell |
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|
2019
Q4 | $495K | Buy |
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|
2019
Q3 | $116K | Sell |
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|
2019
Q2 | $122K | Sell |
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|
2019
Q1 | $156K | Sell |
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|
2018
Q4 | $163K | Buy |
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|
2018
Q3 | $206K | Sell |
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|
2018
Q2 | $203K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $212K | Sell |
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|
2017
Q1 | $347K | Sell |
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|
2016
Q4 | $395K | Sell |
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|
2016
Q3 | $373K | Sell |
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|
2016
Q2 | $444K | Sell |
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|
2016
Q1 | $1.1M | Sell |
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|
2015
Q4 | $1.69M | Sell |
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|
2015
Q3 | $2.1M | Sell |
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|
2015
Q2 | $2.9M | Buy |
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|
2015
Q1 | $2.46M | Buy |
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|
2014
Q4 | $1.96M | Buy |
|