UBS Group’s BM Technologies, Inc. BMTX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-200,004
| Closed | -$978K | – | 9526 |
|
|
2024
Q4 | $978K | Buy |
+200,004
| New | +$978K | ﹤0.01% | 4221 |
|
|
2024
Q3 | – | Sell |
-7,985
| Closed | -$18K | – | 8941 |
|
|
2024
Q2 | $18K | Buy |
7,985
+696
| +10% | +$1.57K | ﹤0.01% | 6215 |
|
|
2024
Q1 | $12K | Sell |
7,289
-8,586
| -54% | -$14.2K | ﹤0.01% | 5982 |
|
|
2023
Q4 | $32.5K | Buy |
15,875
+15,652
| +7,019% | +$32.1K | ﹤0.01% | 5593 |
|
|
2023
Q3 | $446 | Buy |
223
+10
| +5% | +$20 | ﹤0.01% | 7341 |
|
|
2023
Q2 | $635 | Sell |
213
-6,427
| -97% | -$19.2K | ﹤0.01% | 7071 |
|
|
2023
Q1 | $23.4K | Buy |
6,640
+2,264
| +52% | +$7.97K | ﹤0.01% | 5878 |
|
|
2022
Q4 | $22.8K | Buy |
4,376
+199
| +5% | +$1.04K | ﹤0.01% | 6341 |
|
|
2022
Q3 | $27K | Buy |
4,177
+234
| +6% | +$1.51K | ﹤0.01% | 5927 |
|
|
2022
Q2 | $23K | Buy |
3,943
+3,915
| +13,982% | +$22.8K | ﹤0.01% | 5687 |
|
|
2022
Q1 | $0 | Sell |
28
-2,925
| -99% | – | ﹤0.01% | 9725 |
|
|
2021
Q4 | $27K | Buy |
2,953
+2,542
| +618% | +$23.2K | ﹤0.01% | 6399 |
|
|
2021
Q3 | $4K | Buy |
411
+230
| +127% | +$2.24K | ﹤0.01% | 7548 |
|
|
2021
Q2 | $2K | Sell |
181
-225
| -55% | -$2.49K | ﹤0.01% | 7884 |
|
|
2021
Q1 | $5K | Sell |
406
-407
| -50% | -$5.01K | ﹤0.01% | 7307 |
|
|
2020
Q4 | $11K | Sell |
813
-2,586
| -76% | -$35K | ﹤0.01% | 6413 |
|
|
2020
Q3 | $35K | Buy |
+3,399
| New | +$35K | ﹤0.01% | 5040 |
|
|
2020
Q1 | – | Sell |
-1,867
| Closed | -$19K | – | 7290 |
|
|
2019
Q4 | $19K | Hold |
1,867
| – | – | ﹤0.01% | 5843 |
|
|
2019
Q3 | $19K | Hold |
1,867
| – | – | ﹤0.01% | 5810 |
|
|
2019
Q2 | $19K | Buy |
+1,867
| New | +$19K | ﹤0.01% | 5785 |
|
|
2019
Q1 | – | Sell |
-1
| Closed | – | – | 7185 |
|
|
2018
Q4 | $0 | Buy |
+1
| New | – | ﹤0.01% | 7264 |
|