UBS Group’s ATIF Holdings AUC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | – | Sell |
-6,198
| Closed | -$57.2K | – | 11423 |
|
|
2025
Q3 | $57.2K | Buy |
6,198
+5,386
| +663% | +$39.9K | ﹤0.01% | 7473 |
|
|
2025
Q2 | $4.56K | Buy |
+812
| New | +$11.7K | ﹤0.01% | 9257 |
|
|
2025
Q1 | – | Sell |
-277
| Closed | -$5.34K | – | 10929 |
|
|
2024
Q4 | $5.34K | Buy |
277
+254
| +1,104% | +$3.65K | ﹤0.01% | 8675 |
|
|
2024
Q3 | $417 | Buy |
23
+16
| +229% | +$250 | ﹤0.01% | 8950 |
|
|
2024
Q2 | $112 | Buy |
7
+3
| +75% | +$50 | ﹤0.01% | 9145 |
|
|
2024
Q1 | $70 | Buy |
+4
| New | +$70 | ﹤0.01% | 8888 |
|
|
2023
Q4 | – | Sell |
-6
| Closed | -$123 | – | 10021 |
|
|
2023
Q3 | $123 | Buy |
+6
| New | +$156 | ﹤0.01% | 8837 |
|
|
2023
Q2 | – | Sell |
-24
| Closed | -$918 | – | 9808 |
|
|
2023
Q1 | $918 | Buy |
24
+7
| +41% | +$307 | ﹤0.01% | 8874 |
|
|
2022
Q4 | $699 | Sell |
17
-120
| -88% | -$3.35K | ﹤0.01% | 10095 |
|
|
2022
Q3 | $4K | Sell |
137
-60
| -30% | -$2K | ﹤0.01% | 9414 |
|
|
2022
Q2 | $7K | Buy |
197
+56
| +40% | +$2.69K | ﹤0.01% | 8549 |
|
|
2022
Q1 | $9K | Buy |
141
+40
| +40% | +$2.8K | ﹤0.01% | 8574 |
|
|
2021
Q4 | $6K | Buy |
+101
| New | +$6.81K | ﹤0.01% | 9306 |
|
|
2021
Q3 | – | Sell |
-47
| Closed | -$4K | – | 10203 |
|
|
2021
Q2 | $4K | Buy |
+47
| New | +$4.42K | ﹤0.01% | 8708 |
|
|
2021
Q1 | – | Sell |
-9
| Closed | -$1K | – | 9570 |
|
|
2020
Q4 | $1K | Sell |
9
-8
| -47% | -$672 | ﹤0.01% | 8266 |
|
|
2020
Q3 | $2K | Buy |
17
+12
| +240% | +$1.58K | ﹤0.01% | 7701 |
|
|
2020
Q2 | $1K | Buy |
+5
| New | +$830 | ﹤0.01% | 7812 |
|
|
2020
Q1 | – | Sell |
-24
| Closed | -$4K | – | 8504 |
|
|
2019
Q4 | $4K | Sell |
24
-14
| -37% | -$3.31K | ﹤0.01% | 7688 |
|
|
2019
Q3 | $10K | Sell |
38
-13
| -25% | -$3.61K | ﹤0.01% | 7178 |
|
|
2019
Q2 | $15K | Buy |
+51
| New | +$17.9K | ﹤0.01% | 6818 |
|
