UBS Group’s Bank Of The James BOTJ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-3,037
| Closed | -$44.9K | – | 8926 |
|
|
2025
Q1 | $44.9K | Buy |
+3,037
| New | +$44.9K | ﹤0.01% | 6380 |
|
|
2024
Q4 | – | Sell |
-582
| Closed | -$8K | – | 8682 |
|
|
2024
Q3 | $8K | Buy |
+582
| New | +$8K | ﹤0.01% | 6648 |
|
|
2024
Q2 | – | Sell |
-613
| Closed | -$6.35K | – | 8353 |
|
|
2024
Q1 | $6.35K | Buy |
+613
| New | +$6.35K | ﹤0.01% | 6293 |
|
|
2023
Q3 | – | Sell |
-110
| Closed | -$1K | – | 8309 |
|
|
2023
Q2 | $1K | Sell |
110
-207
| -65% | -$1.88K | ﹤0.01% | 6959 |
|
|
2023
Q1 | $3.33K | Buy |
317
+288
| +993% | +$3.03K | ﹤0.01% | 7239 |
|
|
2022
Q4 | $345 | Buy |
+29
| New | +$345 | ﹤0.01% | 9032 |
|
|
2022
Q2 | – | Sell |
-461
| Closed | -$7K | – | 9259 |
|
|
2022
Q1 | $7K | Buy |
461
+106
| +30% | +$1.61K | ﹤0.01% | 7749 |
|
|
2021
Q4 | $5K | Buy |
+355
| New | +$5K | ﹤0.01% | 8252 |
|
|
2021
Q3 | – | Sell |
-183
| Closed | -$3K | – | 8369 |
|
|
2021
Q2 | $3K | Buy |
183
+80
| +78% | +$1.31K | ﹤0.01% | 7671 |
|
|
2021
Q1 | $1K | Buy |
+103
| New | +$1K | ﹤0.01% | 7707 |
|
|
2020
Q2 | – | Sell |
-414
| Closed | -$4K | – | 7065 |
|
|
2020
Q1 | $4K | Sell |
414
-1,481
| -78% | -$14.3K | ﹤0.01% | 6449 |
|
|
2019
Q4 | $29K | Buy |
1,895
+1,000
| +112% | +$15.3K | ﹤0.01% | 5595 |
|
|
2019
Q3 | $13K | Buy |
+895
| New | +$13K | ﹤0.01% | 6024 |
|
|
2018
Q4 | – | Sell |
-1,097
| Closed | -$17K | – | 7070 |
|
|
2018
Q3 | $17K | Sell |
1,097
-18
| -2% | -$279 | ﹤0.01% | 5967 |
|
|
2018
Q2 | $18K | Sell |
1,115
-312
| -22% | -$5.04K | ﹤0.01% | 5844 |
|
|
2018
Q1 | $22K | Sell |
1,427
-157
| -10% | -$2.42K | ﹤0.01% | 5473 |
|
|
2017
Q4 | $24K | Buy |
1,584
+1,272
| +408% | +$19.3K | ﹤0.01% | 5437 |
|
|
2017
Q3 | $5K | Sell |
312
-661
| -68% | -$10.6K | ﹤0.01% | 6281 |
|
|
2017
Q2 | $15K | Sell |
973
-152
| -14% | -$2.34K | ﹤0.01% | 5546 |
|
|
2017
Q1 | $16K | Buy |
1,125
+924
| +460% | +$13.1K | ﹤0.01% | 5381 |
|
|
2016
Q4 | $3K | Sell |
201
-4,046
| -95% | -$60.4K | ﹤0.01% | 6413 |
|
|
2016
Q3 | $52K | Buy |
4,247
+2,618
| +161% | +$32.1K | ﹤0.01% | 4618 |
|
|
2016
Q2 | $20K | Buy |
1,629
+1,374
| +539% | +$16.9K | ﹤0.01% | 5423 |
|
|
2016
Q1 | $3K | Buy |
+255
| New | +$3K | ﹤0.01% | 6306 |
|