U.S. Global Investors (USGI)’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
Q4 | $1.13M | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $2.01M | Hold |
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|
2024
Q1 | $2.09M | Buy |
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|
2023
Q4 | $1.5M | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $1.43M | Sell |
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|
2021
Q4 | $2.81M | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $1.98M | Buy |
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|
2021
Q1 | $1.31M | Hold |
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|
2020
Q4 | $1.2M | Hold |
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|
2020
Q3 | $944K | Buy |
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