UBS Group’s Community Bank CBU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $8.92M | Sell |
152,156
-51,971
| -25% | -$3.18M | ﹤0.01% | 3481 |
|
|
2025
Q4 | $11.7M | Sell |
204,127
-72,311
| -26% | -$4.16M | ﹤0.01% | 3132 |
|
|
2025
Q3 | $16.2M | Buy |
276,438
+156,049
| +130% | +$9.03M | ﹤0.01% | 2792 |
|
|
2025
Q2 | $6.85M | Sell |
120,389
-39,451
| -25% | -$2.19M | ﹤0.01% | 3534 |
|
|
2025
Q1 | $9.09M | Sell |
159,840
-80,440
| -33% | -$4.98M | ﹤0.01% | 3134 |
|
|
2024
Q4 | $14.8M | Buy |
240,280
+194,979
| +430% | +$12.5M | ﹤0.01% | 2658 |
|
|
2024
Q3 | $2.63M | Sell |
45,301
-9,320
| -17% | -$534K | ﹤0.01% | 3728 |
|
|
2024
Q2 | $2.58M | Buy |
54,621
+3,903
| +8% | +$177K | ﹤0.01% | 3501 |
|
|
2024
Q1 | $2.44M | Sell |
50,718
-42,633
| -46% | -$1.99M | ﹤0.01% | 3748 |
|
|
2023
Q4 | $4.86M | Buy |
93,351
+76,168
| +443% | +$3.42M | ﹤0.01% | 2811 |
|
|
2023
Q3 | $725K | Sell |
17,183
-21,108
| -55% | -$1M | ﹤0.01% | 4367 |
|
|
2023
Q2 | $1.8M | Buy |
38,291
+2,389
| +7% | +$117K | ﹤0.01% | 3639 |
|
|
2023
Q1 | $1.88M | Buy |
35,902
+10,467
| +41% | +$613K | ﹤0.01% | 3496 |
|
|
2022
Q4 | $1.6M | Buy |
25,435
+7,411
| +41% | +$463K | ﹤0.01% | 3605 |
|
|
2022
Q3 | $1.08M | Buy |
18,024
+14,795
| +458% | +$974K | ﹤0.01% | 3687 |
|
|
2022
Q2 | $204K | Sell |
3,229
-47,162
| -94% | -$3.09M | ﹤0.01% | 4890 |
|
|
2022
Q1 | $3.54M | Sell |
50,391
-9,212
| -15% | -$670K | ﹤0.01% | 2890 |
|
|
2021
Q4 | $4.44M | Buy |
59,603
+52,570
| +747% | +$3.83M | ﹤0.01% | 2952 |
|
|
2021
Q3 | $481K | Sell |
7,033
-53,843
| -88% | -$3.86M | ﹤0.01% | 4761 |
|
|
2021
Q2 | $4.61M | Sell |
60,876
-1,159
| -2% | -$91.3K | ﹤0.01% | 2761 |
|
|
2021
Q1 | $4.76M | Sell |
62,035
-2,101
| -3% | -$151K | ﹤0.01% | 2652 |
|
|
2020
Q4 | $4M | Buy |
64,136
+13,513
| +27% | +$829K | ﹤0.01% | 2693 |
|
|
2020
Q3 | $2.76M | Buy |
50,623
+5,410
| +12% | +$312K | ﹤0.01% | 2747 |
|
|
2020
Q2 | $2.58M | Buy |
45,213
+9,983
| +28% | +$587K | ﹤0.01% | 2636 |
|
|
2020
Q1 | $2.07M | Sell |
35,230
-17,361
| -33% | -$1.13M | ﹤0.01% | 2727 |
|
|
2019
Q4 | $3.73M | Buy |
52,591
+7,930
| +18% | +$531K | ﹤0.01% | 2888 |
|
|
2019
Q3 | $2.76M | Buy |
44,661
+16,866
| +61% | +$1.07M | ﹤0.01% | 2980 |
|
|
2019
Q2 | $1.83M | Buy |
27,795
+7,553
| +37% | +$484K | ﹤0.01% | 3229 |
|
|
2019
Q1 | $1.21M | Sell |
20,242
-29,444
| -59% | -$1.82M | ﹤0.01% | 3420 |
|
|
2018
Q4 | $2.9M | Buy |
49,686
+5,595
| +13% | +$338K | ﹤0.01% | 2666 |
|
|
2018
Q3 | $2.69M | Buy |
44,091
+13,474
| +44% | +$859K | ﹤0.01% | 2937 |
|
|
2018
Q2 | $1.81M | Buy |
30,617
+12,921
| +73% | +$754K | ﹤0.01% | 3259 |
|
|
2018
Q1 | $947K | Sell |
17,696
-423
| -2% | -$23K | ﹤0.01% | 3754 |
|
|
2017
Q4 | $974K | Sell |
18,119
-4,322
| -19% | -$235K | ﹤0.01% | 3809 |
|
|
2017
Q3 | $1.24M | Buy |
22,441
+10,193
| +83% | +$545K | ﹤0.01% | 3531 |
|
|
2017
Q2 | $683K | Sell |
12,248
-6,258
| -34% | -$346K | ﹤0.01% | 3893 |
|
|
2017
Q1 | $1.02M | Sell |
18,506
-6,813
| -27% | -$397K | ﹤0.01% | 3517 |
|
|
2016
Q4 | $1.56M | Buy |
25,319
+9,108
| +56% | +$487K | ﹤0.01% | 3135 |
|
|
2016
Q3 | $780K | Sell |
16,211
-1,346
| -8% | -$60.8K | ﹤0.01% | 3599 |
|
|
2016
Q2 | $722K | Sell |
17,557
-3,809
| -18% | -$151K | ﹤0.01% | 3627 |
|
|
2016
Q1 | $816K | Buy |
21,366
+4,272
| +25% | +$159K | ﹤0.01% | 3420 |
|
|
2015
Q4 | $683K | Sell |
17,094
-10,343
| -38% | -$420K | ﹤0.01% | 3703 |
|
|
2015
Q3 | $1.02M | Buy |
27,437
+8,847
| +48% | +$328K | ﹤0.01% | 3336 |
|
|
2015
Q2 | $702K | Buy |
18,590
+3,407
| +22% | +$122K | ﹤0.01% | 3847 |
|
|
2015
Q1 | $537K | Sell |
15,183
-656
| -4% | -$23.2K | ﹤0.01% | 4082 |
|
|
2014
Q4 | $604K | Buy |
+15,839
| New | +$581K | ﹤0.01% | 4022 |
|
Other funds holding CBU
VPM
VCM
