UBS AM’s Waterstone Financial WSBF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $1.24K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $325K | Hold |
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|
2022
Q3 | $305K | Hold |
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|
2022
Q2 | $321K | Sell |
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|
2022
Q1 | $622K | Hold |
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|
2021
Q4 | $703K | Hold |
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|
2021
Q3 | $659K | Buy |
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|
2021
Q2 | $598K | Sell |
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|
2021
Q1 | $627K | Sell |
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|
2020
Q4 | $641K | Hold |
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|
2020
Q3 | $528K | Hold |
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|
2020
Q2 | $505K | Sell |
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|
2020
Q1 | $536K | Buy |
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|
2019
Q4 | $628K | Buy |
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|
2019
Q3 | $457K | Buy |
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|
2019
Q2 | $373K | Buy |
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|
2019
Q1 | $174K | Buy |
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|
2018
Q4 | $168K | Hold |
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|
2018
Q3 | $172K | Hold |
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|
2018
Q2 | $171K | Hold |
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|
2018
Q1 | $173K | Hold |
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|
2017
Q4 | $171K | Hold |
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|
2017
Q3 | $195K | Hold |
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|
2017
Q2 | $189K | Hold |
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|
2017
Q1 | $183K | Hold |
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|
2016
Q4 | $184K | Sell |
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|
2016
Q3 | $433K | Hold |
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|
2016
Q2 | $391K | Hold |
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|
2016
Q1 | $349K | Sell |
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|
2015
Q4 | $595K | Hold |
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|
2015
Q3 | $569K | Buy |
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|
2015
Q2 | $364K | Buy |
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