UBS Group’s Franklin Universal Trust FT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.16M | Buy |
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|
2025
Q1 | $1.01M | Buy |
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|
2024
Q4 | $868K | Buy |
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|
2024
Q3 | $810K | Sell |
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|
2024
Q2 | $734K | Buy |
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|
2024
Q1 | $527K | Sell |
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|
2023
Q4 | $654K | Sell |
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|
2023
Q3 | $683K | Buy |
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|
2023
Q2 | $692K | Buy |
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|
2023
Q1 | $723K | Buy |
|
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|
2022
Q4 | $596K | Sell |
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|
2022
Q3 | $612K | Sell |
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|
2022
Q2 | $723K | Buy |
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|
2022
Q1 | $780K | Buy |
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|
2021
Q4 | $684K | Buy |
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|
2021
Q3 | $572K | Buy |
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|
2021
Q2 | $527K | Buy |
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|
2021
Q1 | $456K | Buy |
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|
2020
Q4 | $432K | Buy |
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|
2020
Q3 | $225K | Buy |
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|
2020
Q2 | $204K | Sell |
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|
2020
Q1 | $189K | Buy |
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|
2019
Q4 | $204K | Hold |
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|
2019
Q3 | $198K | Buy |
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|
2019
Q2 | $29K | Sell |
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|
2019
Q1 | $41K | Sell |
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|
2018
Q4 | $84K | Buy |
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|
2018
Q3 | $34K | Sell |
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|
2018
Q2 | $100K | Buy |
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|
2018
Q1 | $51K | Sell |
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|
2017
Q4 | $102K | Buy |
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|
2017
Q3 | $68K | Buy |
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|
2017
Q2 | $36K | Sell |
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|
2017
Q1 | $71K | Buy |
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|
2016
Q4 | $50K | Sell |
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|
2016
Q3 | $95K | Buy |
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|
2016
Q2 | $71K | Sell |
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|
2016
Q1 | $158K | Sell |
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|
2015
Q4 | $317K | Sell |
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|
2015
Q3 | $350K | Buy |
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|
2015
Q2 | $377K | Sell |
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|
2015
Q1 | $435K | Buy |
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|
2014
Q4 | $405K | Buy |
|