UBS AM’s Clear Secure YOU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.75M | Buy |
243,269
+78,078
| +47% | +$2.17M | ﹤0.01% | 1553 |
|
|
2025
Q1 | $4.28M | Sell |
165,191
-9,450
| -5% | -$245K | ﹤0.01% | 1649 |
|
|
2024
Q4 | $4.65M | Buy |
174,641
+33,174
| +23% | +$884K | ﹤0.01% | 1644 |
|
|
2024
Q3 | $4.69M | Sell |
141,467
-29,157
| -17% | -$966K | ﹤0.01% | 1610 |
|
|
2024
Q2 | $3.19M | Buy |
170,624
+84,735
| +99% | +$1.59M | ﹤0.01% | 1744 |
|
|
2024
Q1 | $1.83M | Hold |
85,889
| – | – | ﹤0.01% | 1725 |
|
|
2023
Q4 | $1.77M | Buy |
85,889
+30,810
| +56% | +$636K | ﹤0.01% | 1750 |
|
|
2023
Q3 | $1.05M | Buy |
55,079
+18,736
| +52% | +$357K | ﹤0.01% | 1940 |
|
|
2023
Q2 | $951K | Hold |
36,343
| – | – | ﹤0.01% | 2029 |
|
|
2023
Q1 | $951K | Buy |
+36,343
| New | +$951K | ﹤0.01% | 2029 |
|
|
2022
Q4 | – | Sell |
-41,053
| Closed | -$938K | – | 2748 |
|
|
2022
Q3 | $938K | Buy |
41,053
+4,373
| +12% | +$100K | ﹤0.01% | 2004 |
|
|
2022
Q2 | $734K | Buy |
36,680
+14,780
| +67% | +$296K | ﹤0.01% | 2121 |
|
|
2022
Q1 | $589K | Buy |
+21,900
| New | +$589K | ﹤0.01% | 2399 |
|