UBS Group’s Community Bank CBU Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $6.85M | Sell |
120,389
-39,451
| -25% | -$2.24M | ﹤0.01% | 2781 |
|
2025
Q1 | $9.09M | Sell |
159,840
-80,440
| -33% | -$4.57M | ﹤0.01% | 2441 |
|
2024
Q4 | $14.8M | Buy |
240,280
+194,979
| +430% | +$12M | ﹤0.01% | 2021 |
|
2024
Q3 | $2.63M | Sell |
45,301
-9,320
| -17% | -$541K | ﹤0.01% | 2819 |
|
2024
Q2 | $2.58M | Buy |
54,621
+3,903
| +8% | +$184K | ﹤0.01% | 2627 |
|
2024
Q1 | $2.44M | Sell |
50,718
-42,633
| -46% | -$2.05M | ﹤0.01% | 2813 |
|
2023
Q4 | $4.86M | Buy |
93,351
+76,168
| +443% | +$3.97M | ﹤0.01% | 2034 |
|
2023
Q3 | $725K | Sell |
17,183
-21,108
| -55% | -$891K | ﹤0.01% | 3347 |
|
2023
Q2 | $1.8M | Buy |
38,291
+2,389
| +7% | +$112K | ﹤0.01% | 2791 |
|
2023
Q1 | $1.88M | Buy |
35,902
+10,467
| +41% | +$549K | ﹤0.01% | 2650 |
|
2022
Q4 | $1.6M | Buy |
25,435
+7,411
| +41% | +$467K | ﹤0.01% | 2740 |
|
2022
Q3 | $1.08M | Buy |
18,024
+14,795
| +458% | +$889K | ﹤0.01% | 2796 |
|
2022
Q2 | $204K | Sell |
3,229
-47,162
| -94% | -$2.98M | ﹤0.01% | 3919 |
|
2022
Q1 | $3.54M | Sell |
50,391
-9,212
| -15% | -$646K | ﹤0.01% | 2214 |
|
2021
Q4 | $4.44M | Buy |
59,603
+52,570
| +747% | +$3.92M | ﹤0.01% | 2202 |
|
2021
Q3 | $481K | Sell |
7,033
-53,843
| -88% | -$3.68M | ﹤0.01% | 3755 |
|
2021
Q2 | $4.61M | Sell |
60,876
-1,159
| -2% | -$87.7K | ﹤0.01% | 2080 |
|
2021
Q1 | $4.76M | Sell |
62,035
-2,101
| -3% | -$161K | ﹤0.01% | 2005 |
|
2020
Q4 | $4M | Buy |
64,136
+13,513
| +27% | +$842K | ﹤0.01% | 2044 |
|
2020
Q3 | $2.76M | Buy |
50,623
+5,410
| +12% | +$295K | ﹤0.01% | 2161 |
|
2020
Q2 | $2.58M | Buy |
45,213
+9,983
| +28% | +$569K | ﹤0.01% | 2084 |
|
2020
Q1 | $2.07M | Sell |
35,230
-17,361
| -33% | -$1.02M | ﹤0.01% | 2139 |
|
2019
Q4 | $3.73M | Buy |
52,591
+7,930
| +18% | +$563K | ﹤0.01% | 2233 |
|
2019
Q3 | $2.76M | Buy |
44,661
+16,866
| +61% | +$1.04M | ﹤0.01% | 2351 |
|
2019
Q2 | $1.83M | Buy |
27,795
+7,553
| +37% | +$497K | ﹤0.01% | 2582 |
|
2019
Q1 | $1.21M | Sell |
20,242
-29,444
| -59% | -$1.76M | ﹤0.01% | 2786 |
|
2018
Q4 | $2.9M | Buy |
49,686
+5,595
| +13% | +$326K | ﹤0.01% | 2125 |
|
2018
Q3 | $2.69M | Buy |
44,091
+13,474
| +44% | +$823K | ﹤0.01% | 2378 |
|
2018
Q2 | $1.81M | Buy |
30,617
+12,921
| +73% | +$763K | ﹤0.01% | 2615 |
|
2018
Q1 | $947K | Sell |
17,696
-423
| -2% | -$22.6K | ﹤0.01% | 3067 |
|
2017
Q4 | $974K | Sell |
18,119
-4,322
| -19% | -$232K | ﹤0.01% | 3032 |
|
2017
Q3 | $1.24M | Buy |
22,441
+10,193
| +83% | +$563K | ﹤0.01% | 2846 |
|
2017
Q2 | $683K | Sell |
12,248
-6,258
| -34% | -$349K | ﹤0.01% | 3155 |
|
2017
Q1 | $1.02M | Sell |
18,506
-6,813
| -27% | -$375K | ﹤0.01% | 2823 |
|
2016
Q4 | $1.56M | Buy |
25,319
+9,108
| +56% | +$563K | ﹤0.01% | 2468 |
|
2016
Q3 | $780K | Sell |
16,211
-1,346
| -8% | -$64.8K | ﹤0.01% | 2881 |
|
2016
Q2 | $722K | Sell |
17,557
-3,809
| -18% | -$157K | ﹤0.01% | 2913 |
|
2016
Q1 | $816K | Buy |
21,366
+4,272
| +25% | +$163K | ﹤0.01% | 2799 |
|
2015
Q4 | $683K | Sell |
17,094
-10,343
| -38% | -$413K | ﹤0.01% | 2941 |
|
2015
Q3 | $1.02M | Buy |
27,437
+8,847
| +48% | +$329K | ﹤0.01% | 2636 |
|
2015
Q2 | $702K | Buy |
18,590
+3,407
| +22% | +$129K | ﹤0.01% | 3034 |
|
2015
Q1 | $537K | Sell |
15,183
-656
| -4% | -$23.2K | ﹤0.01% | 3180 |
|
2014
Q4 | $604K | Buy |
+15,839
| New | +$604K | ﹤0.01% | 3065 |
|