UBS Group’s Dave Inc DAVE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $22.3M | Buy |
83,068
+60,354
| +266% | +$16.2M | ﹤0.01% | 1762 |
|
|
2025
Q1 | $1.88M | Sell |
22,714
-76,637
| -77% | -$6.33M | ﹤0.01% | 3747 |
|
|
2024
Q4 | $8.64M | Sell |
99,351
-235,947
| -70% | -$20.5M | ﹤0.01% | 2488 |
|
|
2024
Q3 | $13.4M | Buy |
335,298
+332,932
| +14,072% | +$13.3M | ﹤0.01% | 1504 |
|
|
2024
Q2 | $71.7K | Buy |
2,366
+1,772
| +298% | +$53.7K | ﹤0.01% | 5267 |
|
|
2024
Q1 | $22.1K | Buy |
+594
| New | +$22.1K | ﹤0.01% | 5713 |
|
|
2023
Q1 | – | Sell |
-21,862
| Closed | -$6.34K | – | 8549 |
|
|
2022
Q4 | $6.34K | Buy |
21,862
+6,534
| +43% | +$1.9K | ﹤0.01% | 7849 |
|
|
2022
Q3 | $5K | Buy |
15,328
+15,228
| +15,228% | +$4.97K | ﹤0.01% | 8075 |
|
|
2022
Q2 | $0 | Buy |
100
+52
| +108% | – | ﹤0.01% | 9318 |
|
|
2022
Q1 | $0 | Sell |
48
-2,593
| -98% | – | ﹤0.01% | 9228 |
|
|
2021
Q4 | $27K | Sell |
2,641
-28,974
| -92% | -$296K | ﹤0.01% | 6373 |
|
|
2021
Q3 | $313K | Buy |
31,615
+2,993
| +10% | +$29.6K | ﹤0.01% | 3988 |
|
|
2021
Q2 | $283K | Buy |
+28,622
| New | +$283K | ﹤0.01% | 4114 |
|