UBS Group’s Financial Institutions FISI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $868K | Buy |
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|
2025
Q1 | $564K | Buy |
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|
2024
Q4 | $582K | Buy |
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|
2024
Q3 | $316K | Buy |
|
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|
2024
Q2 | $235K | Sell |
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|
2024
Q1 | $305K | Sell |
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|
2023
Q4 | $366K | Buy |
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|
2023
Q3 | $216K | Buy |
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|
2023
Q2 | $136K | Buy |
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|
2023
Q1 | $110K | Buy |
|
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|
2022
Q4 | $104K | Buy |
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|
2022
Q3 | $38K | Sell |
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|
2022
Q2 | $46K | Sell |
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|
2022
Q1 | $156K | Sell |
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|
2021
Q4 | $192K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $5K | Sell |
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|
2021
Q1 | $89K | Sell |
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|
2020
Q4 | $144K | Buy |
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|
2020
Q3 | $26K | Sell |
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|
2020
Q2 | $118K | Sell |
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|
2020
Q1 | $186K | Sell |
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|
2019
Q4 | $642K | Buy |
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|
2019
Q3 | $461K | Buy |
|
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|
2019
Q2 | $150K | Buy |
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|
2019
Q1 | $91K | Sell |
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|
2018
Q4 | $206K | Buy |
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|
2018
Q3 | $207K | Buy |
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|
2018
Q2 | $180K | Buy |
|
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|
2018
Q1 | $94K | Buy |
|
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|
2017
Q4 | $45K | Sell |
|
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|
2017
Q3 | $80K | Buy |
|
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|
2017
Q2 | $45K | Buy |
|
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|
2017
Q1 | $26K | Sell |
|
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|
2016
Q4 | $111K | Buy |
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|
2016
Q3 | $34K | Buy |
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|
2016
Q2 | $31K | Buy |
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|
2016
Q1 | $20K | Sell |
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|
2015
Q4 | $22K | Buy |
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|
2015
Q3 | $15K | Hold |
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|
2015
Q2 | $15K | Hold |
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|
2015
Q1 | $14K | Sell |
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|
2014
Q4 | $31K | Buy |
|