UBS Group’s EngageSmart, Inc. ESMT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q1
Sell
2023
Q4
$5.36M Buy
2023
Q3
$851K Sell
2023
Q2
$1.52M Buy
2023
Q1
$251K Buy
2022
Q4
$206K Buy
2022
Q3
$13K Buy
2022
Q2
$3K Sell
2022
Q1
$18K Sell
2021
Q4
$2.36M Buy