UBS Group’s Advanced Energy AEIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.5M | Buy |
79,070
+4,860
| +7% | +$644K | ﹤0.01% | 2389 |
|
|
2025
Q1 | $7.07M | Sell |
74,210
-49,430
| -40% | -$4.71M | ﹤0.01% | 2679 |
|
|
2024
Q4 | $14.3M | Buy |
123,640
+83,327
| +207% | +$9.64M | ﹤0.01% | 2043 |
|
|
2024
Q3 | $4.24M | Buy |
40,313
+9,638
| +31% | +$1.01M | ﹤0.01% | 2414 |
|
|
2024
Q2 | $3.34M | Sell |
30,675
-35,030
| -53% | -$3.81M | ﹤0.01% | 2424 |
|
|
2024
Q1 | $6.7M | Buy |
65,705
+9,945
| +18% | +$1.01M | ﹤0.01% | 1917 |
|
|
2023
Q4 | $6.07M | Buy |
55,760
+10,830
| +24% | +$1.18M | ﹤0.01% | 1834 |
|
|
2023
Q3 | $4.63M | Sell |
44,930
-22,344
| -33% | -$2.3M | ﹤0.01% | 1920 |
|
|
2023
Q2 | $7.5M | Buy |
67,274
+15,273
| +29% | +$1.7M | ﹤0.01% | 1601 |
|
|
2023
Q1 | $5.1M | Sell |
52,001
-10,892
| -17% | -$1.07M | ﹤0.01% | 1833 |
|
|
2022
Q4 | $5.39M | Buy |
62,893
+7,783
| +14% | +$668K | ﹤0.01% | 1781 |
|
|
2022
Q3 | $4.27M | Buy |
55,110
+23,402
| +74% | +$1.81M | ﹤0.01% | 1823 |
|
|
2022
Q2 | $2.31M | Sell |
31,708
-18,153
| -36% | -$1.32M | ﹤0.01% | 2303 |
|
|
2022
Q1 | $4.29M | Sell |
49,861
-4,912
| -9% | -$423K | ﹤0.01% | 2045 |
|
|
2021
Q4 | $4.99M | Buy |
54,773
+14,461
| +36% | +$1.32M | ﹤0.01% | 2097 |
|
|
2021
Q3 | $3.54M | Sell |
40,312
-14,194
| -26% | -$1.25M | ﹤0.01% | 2311 |
|
|
2021
Q2 | $6.14M | Buy |
54,506
+18,940
| +53% | +$2.13M | ﹤0.01% | 1848 |
|
|
2021
Q1 | $3.88M | Sell |
35,566
-16,465
| -32% | -$1.8M | ﹤0.01% | 2182 |
|
|
2020
Q4 | $5.05M | Buy |
52,031
+29,880
| +135% | +$2.9M | ﹤0.01% | 1839 |
|
|
2020
Q3 | $1.39M | Buy |
22,151
+18,462
| +500% | +$1.16M | ﹤0.01% | 2710 |
|
|
2020
Q2 | $250K | Sell |
3,689
-32,781
| -90% | -$2.22M | ﹤0.01% | 3852 |
|
|
2020
Q1 | $1.77M | Sell |
36,470
-41,872
| -53% | -$2.03M | ﹤0.01% | 2249 |
|
|
2019
Q4 | $5.58M | Buy |
78,342
+17,432
| +29% | +$1.24M | ﹤0.01% | 1928 |
|
|
2019
Q3 | $3.5M | Buy |
60,910
+19,184
| +46% | +$1.1M | ﹤0.01% | 2142 |
|
|
2019
Q2 | $2.35M | Sell |
41,726
-44,465
| -52% | -$2.5M | ﹤0.01% | 2387 |
|
|
2019
Q1 | $4.28M | Sell |
86,191
-22,958
| -21% | -$1.14M | ﹤0.01% | 1874 |
|
|
2018
Q4 | $4.69M | Buy |
109,149
+58,944
| +117% | +$2.53M | ﹤0.01% | 1745 |
|
|
2018
Q3 | $2.59M | Sell |
50,205
-4,756
| -9% | -$246K | ﹤0.01% | 2422 |
|
|
2018
Q2 | $3.19M | Buy |
54,961
+7,575
| +16% | +$440K | ﹤0.01% | 2192 |
|
|
2018
Q1 | $3.03M | Sell |
47,386
-88,722
| -65% | -$5.67M | ﹤0.01% | 2226 |
|
|
2017
Q4 | $9.19M | Sell |
136,108
-6,927
| -5% | -$467K | ﹤0.01% | 1398 |
|
|
2017
Q3 | $11.6M | Buy |
143,035
+5,533
| +4% | +$447K | 0.01% | 1168 |
|
|
2017
Q2 | $8.9M | Sell |
137,502
-13,644
| -9% | -$883K | ﹤0.01% | 1285 |
|
|
2017
Q1 | $10.4M | Sell |
151,146
-9,971
| -6% | -$684K | 0.01% | 1142 |
|
|
2016
Q4 | $8.82M | Buy |
161,117
+91,519
| +131% | +$5.01M | ﹤0.01% | 1192 |
|
|
2016
Q3 | $3.29M | Buy |
69,598
+7,796
| +13% | +$369K | ﹤0.01% | 1860 |
|
|
2016
Q2 | $2.35M | Sell |
61,802
-7,681
| -11% | -$292K | ﹤0.01% | 2072 |
|
|
2016
Q1 | $2.42M | Sell |
69,483
-143,511
| -67% | -$4.99M | ﹤0.01% | 2000 |
|
|
2015
Q4 | $6.01M | Sell |
212,994
-66,291
| -24% | -$1.87M | ﹤0.01% | 1401 |
|
|
2015
Q3 | $7.35M | Buy |
279,285
+61,830
| +28% | +$1.63M | 0.01% | 1237 |
|
|
2015
Q2 | $5.98M | Buy |
217,455
+134,207
| +161% | +$3.69M | ﹤0.01% | 1469 |
|
|
2015
Q1 | $2.14M | Buy |
83,248
+76,957
| +1,223% | +$1.97M | ﹤0.01% | 2238 |
|
|
2014
Q4 | $149K | Buy |
+6,291
| New | +$149K | ﹤0.01% | 3957 |
|