UBS Group’s BayCom BCML Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $462K | Buy |
16,662
+8,052
| +94% | +$223K | ﹤0.01% | 4902 |
|
|
2025
Q1 | $217K | Sell |
8,610
-14,249
| -62% | -$359K | ﹤0.01% | 5261 |
|
|
2024
Q4 | $614K | Buy |
22,859
+8,833
| +63% | +$237K | ﹤0.01% | 4567 |
|
|
2024
Q3 | $333K | Buy |
14,026
+10,751
| +328% | +$255K | ﹤0.01% | 4346 |
|
|
2024
Q2 | $66.6K | Sell |
3,275
-7,511
| -70% | -$153K | ﹤0.01% | 5322 |
|
|
2024
Q1 | $222K | Sell |
10,786
-1,476
| -12% | -$30.4K | ﹤0.01% | 4646 |
|
|
2023
Q4 | $289K | Buy |
12,262
+5,902
| +93% | +$139K | ﹤0.01% | 4361 |
|
|
2023
Q3 | $122K | Sell |
6,360
-367
| -5% | -$7.05K | ﹤0.01% | 4590 |
|
|
2023
Q2 | $112K | Buy |
6,727
+2,270
| +51% | +$37.9K | ﹤0.01% | 4867 |
|
|
2023
Q1 | $76.1K | Buy |
4,457
+1,171
| +36% | +$20K | ﹤0.01% | 5062 |
|
|
2022
Q4 | $62.4K | Buy |
3,286
+2,738
| +500% | +$52K | ﹤0.01% | 5417 |
|
|
2022
Q3 | $10K | Sell |
548
-53
| -9% | -$967 | ﹤0.01% | 7300 |
|
|
2022
Q2 | $12K | Sell |
601
-654
| -52% | -$13.1K | ﹤0.01% | 6596 |
|
|
2022
Q1 | $27K | Buy |
1,255
+324
| +35% | +$6.97K | ﹤0.01% | 6056 |
|
|
2021
Q4 | $17K | Buy |
931
+877
| +1,624% | +$16K | ﹤0.01% | 6929 |
|
|
2021
Q3 | $1K | Buy |
+54
| New | +$1K | ﹤0.01% | 7980 |
|
|
2021
Q2 | – | Sell |
-2,350
| Closed | -$42K | – | 8256 |
|
|
2021
Q1 | $42K | Sell |
2,350
-1,009
| -30% | -$18K | ﹤0.01% | 5708 |
|
|
2020
Q4 | $51K | Buy |
3,359
+2,456
| +272% | +$37.3K | ﹤0.01% | 5166 |
|
|
2020
Q3 | $9K | Sell |
903
-3,799
| -81% | -$37.9K | ﹤0.01% | 6037 |
|
|
2020
Q2 | $61K | Sell |
4,702
-2,472
| -34% | -$32.1K | ﹤0.01% | 4864 |
|
|
2020
Q1 | $86K | Sell |
7,174
-7,081
| -50% | -$84.9K | ﹤0.01% | 4551 |
|
|
2019
Q4 | $324K | Buy |
14,255
+4,702
| +49% | +$107K | ﹤0.01% | 4244 |
|
|
2019
Q3 | $217K | Buy |
9,553
+7,660
| +405% | +$174K | ﹤0.01% | 4298 |
|
|
2019
Q2 | $41K | Buy |
+1,893
| New | +$41K | ﹤0.01% | 5218 |
|
|
2019
Q1 | – | Sell |
-5,048
| Closed | -$117K | – | 6857 |
|
|
2018
Q4 | $117K | Buy |
5,048
+103
| +2% | +$2.39K | ﹤0.01% | 4532 |
|
|
2018
Q3 | $132K | Buy |
4,945
+3,746
| +312% | +$100K | ﹤0.01% | 4495 |
|
|
2018
Q2 | $30K | Buy |
+1,199
| New | +$30K | ﹤0.01% | 5463 |
|