UBS AM’s Federal Agricultural Mortgage AGM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.71M | Buy |
34,516
+12,833
| +59% | +$2.49M | ﹤0.01% | 1561 |
|
|
2025
Q1 | $4.07M | Buy |
21,683
+2,070
| +11% | +$388K | ﹤0.01% | 1672 |
|
|
2024
Q4 | $3.86M | Buy |
19,613
+1,417
| +8% | +$279K | ﹤0.01% | 1737 |
|
|
2024
Q3 | $3.41M | Sell |
18,196
-2,092
| -10% | -$392K | ﹤0.01% | 1768 |
|
|
2024
Q2 | $3.67M | Buy |
20,288
+9,354
| +86% | +$1.69M | ﹤0.01% | 1667 |
|
|
2024
Q1 | $2.15M | Hold |
10,934
| – | – | ﹤0.01% | 1659 |
|
|
2023
Q4 | $2.09M | Hold |
10,934
| – | – | ﹤0.01% | 1672 |
|
|
2023
Q3 | $1.69M | Buy |
10,934
+1,101
| +11% | +$170K | ﹤0.01% | 1713 |
|
|
2023
Q2 | $1.31M | Hold |
9,833
| – | – | ﹤0.01% | 1877 |
|
|
2023
Q1 | $1.31M | Buy |
9,833
+714
| +8% | +$95.1K | ﹤0.01% | 1877 |
|
|
2022
Q4 | $1.03M | Buy |
9,119
+1,402
| +18% | +$158K | ﹤0.01% | 1842 |
|
|
2022
Q3 | $765K | Hold |
7,717
| – | – | ﹤0.01% | 2122 |
|
|
2022
Q2 | $754K | Buy |
7,717
+75
| +1% | +$7.32K | ﹤0.01% | 2108 |
|
|
2022
Q1 | $829K | Hold |
7,642
| – | – | ﹤0.01% | 2235 |
|
|
2021
Q4 | $947K | Buy |
7,642
+192
| +3% | +$23.8K | ﹤0.01% | 2238 |
|
|
2021
Q3 | $808K | Buy |
7,450
+86
| +1% | +$9.33K | ﹤0.01% | 2274 |
|
|
2021
Q2 | $728K | Buy |
7,364
+631
| +9% | +$62.4K | ﹤0.01% | 2375 |
|
|
2021
Q1 | $678K | Buy |
6,733
+2,045
| +44% | +$206K | ﹤0.01% | 2270 |
|
|
2020
Q4 | $348K | Hold |
4,688
| – | – | ﹤0.01% | 2390 |
|
|
2020
Q3 | $298K | Buy |
+4,688
| New | +$298K | ﹤0.01% | 2303 |
|
|
2020
Q1 | – | Sell |
-3,500
| Closed | -$292K | – | 2462 |
|
|
2019
Q4 | $292K | Hold |
3,500
| – | – | ﹤0.01% | 2375 |
|
|
2019
Q3 | $286K | Hold |
3,500
| – | – | ﹤0.01% | 2472 |
|
|
2019
Q2 | $254K | Hold |
3,500
| – | – | ﹤0.01% | 2464 |
|
|
2019
Q1 | $254K | Hold |
3,500
| – | – | ﹤0.01% | 2379 |
|
|
2018
Q4 | $212K | Hold |
3,500
| – | – | ﹤0.01% | 2364 |
|
|
2018
Q3 | $253K | Hold |
3,500
| – | – | ﹤0.01% | 2342 |
|
|
2018
Q2 | $313K | Hold |
3,500
| – | – | ﹤0.01% | 2281 |
|
|
2018
Q1 | $305K | Hold |
3,500
| – | – | ﹤0.01% | 2205 |
|
|
2017
Q4 | $274K | Hold |
3,500
| – | – | ﹤0.01% | 2158 |
|
|
2017
Q3 | $255K | Buy |
+3,500
| New | +$255K | ﹤0.01% | 2147 |
|