UBS AM’s Peoples Bancorp PEBO Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $3.6M | Buy |
117,885
+35,595
| +43% | +$1.09M | ﹤0.01% | 1865 |
|
2025
Q1 | $2.44M | Buy |
82,290
+5,175
| +7% | +$153K | ﹤0.01% | 1891 |
|
2024
Q4 | $2.44M | Buy |
77,115
+7,578
| +11% | +$240K | ﹤0.01% | 1949 |
|
2024
Q3 | $2.09M | Sell |
69,537
-8,295
| -11% | -$250K | ﹤0.01% | 2014 |
|
2024
Q2 | $2.33M | Buy |
77,832
+27,272
| +54% | +$818K | ﹤0.01% | 1919 |
|
2024
Q1 | $1.5M | Hold |
50,560
| – | – | ﹤0.01% | 1819 |
|
2023
Q4 | $1.71M | Buy |
50,560
+3,431
| +7% | +$116K | ﹤0.01% | 1769 |
|
2023
Q3 | $1.2M | Hold |
47,129
| – | – | ﹤0.01% | 1862 |
|
2023
Q2 | $1.21M | Hold |
47,129
| – | – | ﹤0.01% | 1915 |
|
2023
Q1 | $1.21M | Buy |
47,129
+4,294
| +10% | +$111K | ﹤0.01% | 1915 |
|
2022
Q4 | $1.21M | Buy |
42,835
+4,203
| +11% | +$119K | ﹤0.01% | 1764 |
|
2022
Q3 | $1.12M | Hold |
38,632
| – | – | ﹤0.01% | 1900 |
|
2022
Q2 | $1.03M | Buy |
38,632
+9,238
| +31% | +$246K | ﹤0.01% | 1944 |
|
2022
Q1 | $920K | Buy |
29,394
+10,993
| +60% | +$344K | ﹤0.01% | 2188 |
|
2021
Q4 | $585K | Buy |
18,401
+434
| +2% | +$13.8K | ﹤0.01% | 2493 |
|
2021
Q3 | $568K | Buy |
17,967
+6,648
| +59% | +$210K | ﹤0.01% | 2449 |
|
2021
Q2 | $335K | Sell |
11,319
-6,934
| -38% | -$205K | ﹤0.01% | 2628 |
|
2021
Q1 | $605K | Buy |
18,253
+6,934
| +61% | +$230K | ﹤0.01% | 2321 |
|
2020
Q4 | $307K | Hold |
11,319
| – | – | ﹤0.01% | 2405 |
|
2020
Q3 | $216K | Hold |
11,319
| – | – | ﹤0.01% | 2390 |
|
2020
Q2 | $241K | Buy |
+11,319
| New | +$241K | ﹤0.01% | 2341 |
|
2020
Q1 | – | Sell |
-14,371
| Closed | -$498K | – | 2511 |
|
2019
Q4 | $498K | Buy |
14,371
+6,871
| +92% | +$238K | ﹤0.01% | 2238 |
|
2019
Q3 | $239K | Hold |
7,500
| – | – | ﹤0.01% | 2525 |
|
2019
Q2 | $242K | Hold |
7,500
| – | – | ﹤0.01% | 2483 |
|
2019
Q1 | $232K | Hold |
7,500
| – | – | ﹤0.01% | 2411 |
|
2018
Q4 | $226K | Hold |
7,500
| – | – | ﹤0.01% | 2338 |
|
2018
Q3 | $263K | Hold |
7,500
| – | – | ﹤0.01% | 2324 |
|
2018
Q2 | $283K | Hold |
7,500
| – | – | ﹤0.01% | 2325 |
|
2018
Q1 | $266K | Hold |
7,500
| – | – | ﹤0.01% | 2262 |
|
2017
Q4 | $245K | Hold |
7,500
| – | – | ﹤0.01% | 2205 |
|
2017
Q3 | $252K | Hold |
7,500
| – | – | ﹤0.01% | 2153 |
|
2017
Q2 | $241K | Hold |
7,500
| – | – | ﹤0.01% | 2134 |
|
2017
Q1 | $237K | Hold |
7,500
| – | – | ﹤0.01% | 2105 |
|
2016
Q4 | $243K | Sell |
7,500
-3,000
| -29% | -$97.2K | ﹤0.01% | 2025 |
|
2016
Q3 | $258K | Hold |
10,500
| – | – | ﹤0.01% | 2341 |
|
2016
Q2 | $229K | Hold |
10,500
| – | – | ﹤0.01% | 2369 |
|
2016
Q1 | $205K | Hold |
10,500
| – | – | ﹤0.01% | 2422 |
|
2015
Q4 | $198K | Hold |
10,500
| – | – | ﹤0.01% | 2538 |
|
2015
Q3 | $218K | Hold |
10,500
| – | – | ﹤0.01% | 2444 |
|
2015
Q2 | $245K | Buy |
+10,500
| New | +$245K | ﹤0.01% | 2489 |
|