UBS AM’s Clear Secure YOU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $20.3M | Buy |
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|
2025
Q2 | $6.75M | Buy |
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|
2025
Q1 | $4.28M | Sell |
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|
2024
Q4 | $4.65M | Buy |
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|
2024
Q3 | $4.69M | Sell |
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|
2024
Q2 | $3.19M | Buy |
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|
2024
Q1 | $1.83M | Hold |
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|
2023
Q4 | $1.77M | Buy |
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|
2023
Q3 | $1.05M | Buy |
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|
2023
Q2 | $951K | Hold |
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|
2023
Q1 | $951K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $938K | Buy |
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|
2022
Q2 | $734K | Buy |
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|
2022
Q1 | $589K | Buy |
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