UBS AM’s SelectQuote SLQT Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $659K | Buy |
276,911
+108,187
| +64% | +$257K | ﹤0.01% | 2459 |
|
2025
Q1 | $564K | Buy |
+168,724
| New | +$564K | ﹤0.01% | 2473 |
|
2022
Q4 | – | Sell |
-117,494
| Closed | -$85.8K | – | 2724 |
|
2022
Q3 | $85.8K | Hold |
117,494
| – | – | ﹤0.01% | 2700 |
|
2022
Q2 | $291K | Sell |
117,494
-25,025
| -18% | -$62.1K | ﹤0.01% | 2483 |
|
2022
Q1 | $398K | Buy |
142,519
+19,688
| +16% | +$54.9K | ﹤0.01% | 2533 |
|
2021
Q4 | $1.11M | Sell |
122,831
-40,800
| -25% | -$370K | ﹤0.01% | 2158 |
|
2021
Q3 | $2.12M | Buy |
163,631
+101,637
| +164% | +$1.31M | ﹤0.01% | 1812 |
|
2021
Q2 | $1.19M | Buy |
61,994
+12,393
| +25% | +$239K | ﹤0.01% | 2119 |
|
2021
Q1 | $1.46M | Buy |
49,601
+38,101
| +331% | +$1.12M | ﹤0.01% | 1898 |
|
2020
Q4 | $239K | Sell |
11,500
-181,573
| -94% | -$3.77M | ﹤0.01% | 2466 |
|
2020
Q3 | $3.91M | Buy |
193,073
+199
| +0.1% | +$4.03K | ﹤0.01% | 1255 |
|
2020
Q2 | $4.89M | Buy |
+192,874
| New | +$4.89M | ﹤0.01% | 1130 |
|