UBS AM’s Boston Omaha BOC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $717K | Buy |
51,098
+26,111
| +104% | +$367K | ﹤0.01% | 2446 |
|
|
2025
Q1 | $364K | Hold |
24,987
| – | – | ﹤0.01% | 2541 |
|
|
2024
Q4 | $354K | Buy |
24,987
+9,200
| +58% | +$130K | ﹤0.01% | 2600 |
|
|
2024
Q3 | $235K | Sell |
15,787
-3,803
| -19% | -$56.6K | ﹤0.01% | 2748 |
|
|
2024
Q2 | $264K | Buy |
19,590
+7,441
| +61% | +$100K | ﹤0.01% | 2739 |
|
|
2024
Q1 | $188K | Hold |
12,149
| – | – | ﹤0.01% | 2469 |
|
|
2023
Q4 | $191K | Hold |
12,149
| – | – | ﹤0.01% | 2494 |
|
|
2023
Q3 | $199K | Buy |
+12,149
| New | +$199K | ﹤0.01% | 2517 |
|
|
2022
Q1 | – | Sell |
-9,400
| Closed | -$270K | – | 2784 |
|
|
2021
Q4 | $270K | Hold |
9,400
| – | – | ﹤0.01% | 2703 |
|
|
2021
Q3 | $365K | Hold |
9,400
| – | – | ﹤0.01% | 2587 |
|
|
2021
Q2 | $298K | Buy |
+9,400
| New | +$298K | ﹤0.01% | 2647 |
|
|
2021
Q1 | – | Sell |
-15,300
| Closed | -$423K | – | 2604 |
|
|
2020
Q4 | $423K | Hold |
15,300
| – | – | ﹤0.01% | 2344 |
|
|
2020
Q3 | $245K | Buy |
15,300
+1,000
| +7% | +$16K | ﹤0.01% | 2351 |
|
|
2020
Q2 | $229K | Buy |
+14,300
| New | +$229K | ﹤0.01% | 2351 |
|