UBS AM’s Independent Bank Corp IBCP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.62M | Buy |
48,655
+452
| +0.9% | +$15.6K | ﹤0.01% | 2137 |
|
|
2025
Q4 | $1.57M | Sell |
48,203
-1,235
| -2% | -$39.7K | ﹤0.01% | 1975 |
|
|
2025
Q3 | $1.53M | Sell |
49,438
-42,411
| -46% | -$1.37M | ﹤0.01% | 1853 |
|
|
2025
Q2 | $2.98M | Buy |
91,849
+20,734
| +29% | +$643K | ﹤0.01% | 1961 |
|
|
2025
Q1 | $2.19M | Buy |
71,115
+13,926
| +24% | +$469K | ﹤0.01% | 1954 |
|
|
2024
Q4 | $1.99M | Buy |
57,189
+1,515
| +3% | +$53.8K | ﹤0.01% | 2046 |
|
|
2024
Q3 | $1.86M | Sell |
55,674
-584
| -1% | -$18.7K | ﹤0.01% | 2071 |
|
|
2024
Q2 | $1.52M | Buy |
56,258
+35,242
| +168% | +$873K | ﹤0.01% | 2142 |
|
|
2024
Q1 | $533K | Hold |
21,016
| – | – | ﹤0.01% | 2267 |
|
|
2023
Q4 | $547K | Buy |
21,016
+8,933
| +74% | +$191K | ﹤0.01% | 2299 |
|
|
2023
Q3 | $222K | Hold |
12,083
| – | – | ﹤0.01% | 2499 |
|
|
2023
Q2 | $215K | Hold |
12,083
| – | – | ﹤0.01% | 2557 |
|
|
2023
Q1 | $215K | Sell |
12,083
-13,019
| -52% | -$281K | ﹤0.01% | 2557 |
|
|
2022
Q4 | $600K | Buy |
25,102
+9,466
| +61% | +$216K | ﹤0.01% | 2102 |
|
|
2022
Q3 | $299K | Buy |
15,636
+3,836
| +33% | +$77.8K | ﹤0.01% | 2492 |
|
|
2022
Q2 | $228K | Sell |
11,800
-10,767
| -48% | -$214K | ﹤0.01% | 2554 |
|
|
2022
Q1 | $496K | Hold |
22,567
| – | – | ﹤0.01% | 2465 |
|
|
2021
Q4 | $539K | Hold |
22,567
| – | – | ﹤0.01% | 2522 |
|
|
2021
Q3 | $485K | Buy |
22,567
+696
| +3% | +$14.5K | ﹤0.01% | 2516 |
|
|
2021
Q2 | $475K | Buy |
21,871
+9,289
| +74% | +$214K | ﹤0.01% | 2558 |
|
|
2021
Q1 | $297K | Hold |
12,582
| – | – | ﹤0.01% | 2487 |
|
|
2020
Q4 | $232K | Hold |
12,582
| – | – | ﹤0.01% | 2473 |
|
|
2020
Q3 | $158K | Hold |
12,582
| – | – | ﹤0.01% | 2430 |
|
|
2020
Q2 | $187K | Hold |
12,582
| – | – | ﹤0.01% | 2404 |
|
|
2020
Q1 | $162K | Sell |
12,582
-614
| -5% | -$11.9K | ﹤0.01% | 2335 |
|
|
2019
Q4 | $299K | Sell |
13,196
-10,960
| -45% | -$243K | ﹤0.01% | 2369 |
|
|
2019
Q3 | $515K | Buy |
24,156
+12,574
| +109% | +$262K | ﹤0.01% | 2281 |
|
|
2019
Q2 | $252K | Hold |
11,582
| – | – | ﹤0.01% | 2467 |
|
|
2019
Q1 | $249K | Buy |
11,582
+782
| +7% | +$17.6K | ﹤0.01% | 2385 |
|
|
2018
Q4 | $227K | Hold |
10,800
| – | – | ﹤0.01% | 2336 |
|
|
2018
Q3 | $255K | Hold |
10,800
| – | – | ﹤0.01% | 2338 |
|
|
2018
Q2 | $275K | Hold |
10,800
| – | – | ﹤0.01% | 2343 |
|
|
2018
Q1 | $247K | Buy |
+10,800
| New | +$252K | ﹤0.01% | 2290 |
|
Other funds holding IBCP
VCM
