UBS Group’s Financial Institutions FISI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $868K | Buy |
33,795
+11,201
| +50% | +$288K | ﹤0.01% | 4460 |
|
|
2025
Q1 | $564K | Buy |
22,594
+1,254
| +6% | +$31.3K | ﹤0.01% | 4597 |
|
|
2024
Q4 | $582K | Buy |
21,340
+8,925
| +72% | +$244K | ﹤0.01% | 4594 |
|
|
2024
Q3 | $316K | Buy |
12,415
+233
| +2% | +$5.94K | ﹤0.01% | 4376 |
|
|
2024
Q2 | $235K | Sell |
12,182
-4,046
| -25% | -$78.2K | ﹤0.01% | 4444 |
|
|
2024
Q1 | $305K | Sell |
16,228
-971
| -6% | -$18.3K | ﹤0.01% | 4430 |
|
|
2023
Q4 | $366K | Buy |
17,199
+4,384
| +34% | +$93.4K | ﹤0.01% | 4200 |
|
|
2023
Q3 | $216K | Buy |
12,815
+4,178
| +48% | +$70.3K | ﹤0.01% | 4224 |
|
|
2023
Q2 | $136K | Buy |
8,637
+2,947
| +52% | +$46.4K | ﹤0.01% | 4727 |
|
|
2023
Q1 | $110K | Buy |
5,690
+1,441
| +34% | +$27.8K | ﹤0.01% | 4785 |
|
|
2022
Q4 | $104K | Buy |
4,249
+2,659
| +167% | +$64.8K | ﹤0.01% | 4945 |
|
|
2022
Q3 | $38K | Sell |
1,590
-207
| -12% | -$4.95K | ﹤0.01% | 5530 |
|
|
2022
Q2 | $46K | Sell |
1,797
-3,376
| -65% | -$86.4K | ﹤0.01% | 4966 |
|
|
2022
Q1 | $156K | Sell |
5,173
-852
| -14% | -$25.7K | ﹤0.01% | 4567 |
|
|
2021
Q4 | $192K | Buy |
+6,025
| New | +$192K | ﹤0.01% | 4694 |
|
|
2021
Q3 | – | Sell |
-174
| Closed | -$5K | – | 8482 |
|
|
2021
Q2 | $5K | Sell |
174
-2,765
| -94% | -$79.5K | ﹤0.01% | 7434 |
|
|
2021
Q1 | $89K | Sell |
2,939
-3,437
| -54% | -$104K | ﹤0.01% | 5061 |
|
|
2020
Q4 | $144K | Buy |
6,376
+4,728
| +287% | +$107K | ﹤0.01% | 4483 |
|
|
2020
Q3 | $26K | Sell |
1,648
-4,669
| -74% | -$73.7K | ﹤0.01% | 5236 |
|
|
2020
Q2 | $118K | Sell |
6,317
-3,889
| -38% | -$72.6K | ﹤0.01% | 4355 |
|
|
2020
Q1 | $186K | Sell |
10,206
-9,787
| -49% | -$178K | ﹤0.01% | 3945 |
|
|
2019
Q4 | $642K | Buy |
19,993
+4,712
| +31% | +$151K | ﹤0.01% | 3693 |
|
|
2019
Q3 | $461K | Buy |
15,281
+10,120
| +196% | +$305K | ﹤0.01% | 3791 |
|
|
2019
Q2 | $150K | Buy |
5,161
+1,793
| +53% | +$52.1K | ﹤0.01% | 4284 |
|
|
2019
Q1 | $91K | Sell |
3,368
-4,632
| -58% | -$125K | ﹤0.01% | 4348 |
|
|
2018
Q4 | $206K | Buy |
8,000
+1,410
| +21% | +$36.3K | ﹤0.01% | 4092 |
|
|
2018
Q3 | $207K | Buy |
6,590
+1,130
| +21% | +$35.5K | ﹤0.01% | 4206 |
|
|
2018
Q2 | $180K | Buy |
5,460
+2,259
| +71% | +$74.5K | ﹤0.01% | 4178 |
|
|
2018
Q1 | $94K | Buy |
3,201
+1,748
| +120% | +$51.3K | ﹤0.01% | 4426 |
|
|
2017
Q4 | $45K | Sell |
1,453
-1,337
| -48% | -$41.4K | ﹤0.01% | 4967 |
|
|
2017
Q3 | $80K | Buy |
2,790
+1,275
| +84% | +$36.6K | ﹤0.01% | 4586 |
|
|
2017
Q2 | $45K | Buy |
1,515
+717
| +90% | +$21.3K | ﹤0.01% | 4815 |
|
|
2017
Q1 | $26K | Sell |
798
-2,436
| -75% | -$79.4K | ﹤0.01% | 5047 |
|
|
2016
Q4 | $111K | Buy |
3,234
+1,965
| +155% | +$67.4K | ﹤0.01% | 4339 |
|
|
2016
Q3 | $34K | Buy |
1,269
+69
| +6% | +$1.85K | ﹤0.01% | 4946 |
|
|
2016
Q2 | $31K | Buy |
1,200
+504
| +72% | +$13K | ﹤0.01% | 5036 |
|
|
2016
Q1 | $20K | Sell |
696
-99
| -12% | -$2.85K | ﹤0.01% | 5369 |
|
|
2015
Q4 | $22K | Buy |
795
+195
| +33% | +$5.4K | ﹤0.01% | 5479 |
|
|
2015
Q3 | $15K | Hold |
600
| – | – | ﹤0.01% | 5666 |
|
|
2015
Q2 | $15K | Hold |
600
| – | – | ﹤0.01% | 5711 |
|
|
2015
Q1 | $14K | Sell |
600
-643
| -52% | -$15K | ﹤0.01% | 5648 |
|
|
2014
Q4 | $31K | Buy |
+1,243
| New | +$31K | ﹤0.01% | 5131 |
|