UBS Group’s Alta Equipment Group ALTG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $114K | Sell |
21,264
-13,216
| -38% | -$83.9K | ﹤0.01% | 6941 |
|
|
2025
Q4 | $159K | Sell |
34,480
-17,915
| -34% | -$98.4K | ﹤0.01% | 6687 |
|
|
2025
Q3 | $379K | Sell |
52,395
-118,232
| -69% | -$919K | ﹤0.01% | 6286 |
|
|
2025
Q2 | $1.08M | Sell |
170,627
-16,110
| -9% | -$81.5K | ﹤0.01% | 5392 |
|
|
2025
Q1 | $876K | Buy |
186,737
+30,323
| +19% | +$189K | ﹤0.01% | 5398 |
|
|
2024
Q4 | $1.02M | Buy |
156,414
+133,284
| +576% | +$929K | ﹤0.01% | 5282 |
|
|
2024
Q3 | $156K | Buy |
23,130
+12,489
| +117% | +$96K | ﹤0.01% | 6049 |
|
|
2024
Q2 | $85.6K | Sell |
10,641
-46,811
| -81% | -$474K | ﹤0.01% | 6301 |
|
|
2024
Q1 | $744K | Buy |
57,452
+17,949
| +45% | +$206K | ﹤0.01% | 4856 |
|
|
2023
Q4 | $489K | Buy |
39,503
+13,010
| +49% | +$140K | ﹤0.01% | 5132 |
|
|
2023
Q3 | $320K | Buy |
26,493
+13,354
| +102% | +$200K | ﹤0.01% | 5002 |
|
|
2023
Q2 | $228K | Buy |
13,139
+4,620
| +54% | +$68.2K | ﹤0.01% | 5395 |
|
|
2023
Q1 | $135K | Sell |
8,519
-75
| -0.9% | -$1.26K | ﹤0.01% | 5678 |
|
|
2022
Q4 | $113K | Buy |
+8,594
| New | +$103K | ﹤0.01% | 5986 |
|
|
2022
Q3 | – | Sell |
-173
| Closed | -$2K | – | 10286 |
|
|
2022
Q2 | $2K | Sell |
173
-6,751
| -98% | -$74K | ﹤0.01% | 9503 |
|
|
2022
Q1 | $86K | Buy |
6,924
+71
| +1% | +$935 | ﹤0.01% | 6025 |
|
|
2021
Q4 | $101K | Buy |
6,853
+6,468
| +1,680% | +$95K | ﹤0.01% | 6311 |
|
|
2021
Q3 | $5K | Buy |
385
+136
| +55% | +$1.78K | ﹤0.01% | 8509 |
|
|
2021
Q2 | $3K | Sell |
249
-2,597
| -91% | -$35.5K | ﹤0.01% | 8773 |
|
|
2021
Q1 | $37K | Sell |
2,846
-128
| -4% | -$1.4K | ﹤0.01% | 6820 |
|
|
2020
Q4 | $29K | Buy |
2,974
+1,160
| +64% | +$10K | ﹤0.01% | 6652 |
|
|
2020
Q3 | $14K | Sell |
1,814
-4,778
| -72% | -$37.9K | ﹤0.01% | 6568 |
|
|
2020
Q2 | $51K | Buy |
+6,592
| New | +$40.8K | ﹤0.01% | 5833 |
|
Other funds holding ALTG
MRCM
VC
VCM
CM
NCM
RA
