UBS Group’s Better Home & Finance Holding BETR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$10.8M	Buy	301,962 +219,553	+266%	+$7.04M	﹤0.01%	3244
2025 Q4	$2.68M	Buy	82,409 +27,356	+50%	+$1.48M	﹤0.01%	4682
2025 Q3	$3.09M	Buy	55,053 +30,869	+128%	+$686K	﹤0.01%	4525
2025 Q2	$300K	Buy	24,184 +10,431	+76%	+$135K	﹤0.01%	6441
2025 Q1	$150K	Sell	13,753 -2,132	-13%	-$23.1K	﹤0.01%	6739
2024 Q4	$142K	Buy	+15,885	New	+$218K	﹤0.01%	6663
2024 Q2	–	Sell	-264	Closed	-$6.56K	–	9523
2024 Q1	$6.56K	Buy	264 +57	+28%	+$1.6K	﹤0.01%	7449
2023 Q4	$8.45K	Buy	207 +99	+92%	+$2.37K	﹤0.01%	7553
2023 Q3	$2.59K	Buy	+108	New	+$82.7K	﹤0.01%	7677
2023 Q2	–	Sell	-65	Closed	-$33K	–	8925
2023 Q1	$33K	Buy	65 +32	+97%	+$16.3K	﹤0.01%	6728
2022 Q4	$16.8K	Hold	33	–	–	﹤0.01%	7876
2022 Q3	$16K	Hold	33	–	–	﹤0.01%	7671
2022 Q2	$16K	Sell	33 -1	-3%	-$491	﹤0.01%	7175
2022 Q1	$17K	Buy	34 +11	+48%	+$5.43K	﹤0.01%	7634
2021 Q4	$11K	Buy	+23	New	+$11.4K	﹤0.01%	8658