UBS Group’s US Global Investors GROW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.51K | Buy |
+581
| New | +$1.51K | ﹤0.01% | 8281 |
|
|
2024
Q4 | – | Sell |
-1,980
| Closed | -$5.11K | – | 8817 |
|
|
2024
Q3 | $5.11K | Buy |
1,980
+1,896
| +2,257% | +$4.89K | ﹤0.01% | 6876 |
|
|
2024
Q2 | $219 | Sell |
84
-239
| -74% | -$623 | ﹤0.01% | 7902 |
|
|
2024
Q1 | $898 | Sell |
323
-594
| -65% | -$1.65K | ﹤0.01% | 7142 |
|
|
2023
Q4 | $2.59K | Buy |
+917
| New | +$2.59K | ﹤0.01% | 6874 |
|
|
2023
Q3 | – | Sell |
-638
| Closed | -$1.95K | – | 8444 |
|
|
2023
Q2 | $1.95K | Sell |
638
-862
| -57% | -$2.64K | ﹤0.01% | 6748 |
|
|
2023
Q1 | $4.01K | Buy |
1,500
+63
| +4% | +$168 | ﹤0.01% | 7146 |
|
|
2022
Q4 | $4.15K | Sell |
1,437
-3,313
| -70% | -$9.58K | ﹤0.01% | 8176 |
|
|
2022
Q3 | $14K | Buy |
4,750
+2,673
| +129% | +$7.88K | ﹤0.01% | 6806 |
|
|
2022
Q2 | $9K | Sell |
2,077
-1,098
| -35% | -$4.76K | ﹤0.01% | 7093 |
|
|
2022
Q1 | $17K | Buy |
+3,175
| New | +$17K | ﹤0.01% | 6606 |
|
|
2021
Q3 | – | Sell |
-1,213
| Closed | -$8K | – | 8518 |
|
|
2021
Q2 | $8K | Buy |
+1,213
| New | +$8K | ﹤0.01% | 7135 |
|
|
2020
Q4 | – | Sell |
-5,870
| Closed | -$14K | – | 7449 |
|
|
2020
Q3 | $14K | Buy |
5,870
+4,757
| +427% | +$11.3K | ﹤0.01% | 5706 |
|
|
2020
Q2 | $2K | Sell |
1,113
-5,355
| -83% | -$9.62K | ﹤0.01% | 6767 |
|
|
2020
Q1 | $6K | Buy |
6,468
+6,046
| +1,433% | +$5.61K | ﹤0.01% | 6299 |
|
|
2019
Q4 | $1K | Sell |
422
-2,368
| -85% | -$5.61K | ﹤0.01% | 6860 |
|
|
2019
Q3 | $6K | Sell |
2,790
-635
| -19% | -$1.37K | ﹤0.01% | 6437 |
|
|
2019
Q2 | $6K | Sell |
3,425
-2,301
| -40% | -$4.03K | ﹤0.01% | 6432 |
|
|
2019
Q1 | $6K | Buy |
5,726
+1,648
| +40% | +$1.73K | ﹤0.01% | 6243 |
|
|
2018
Q4 | $4K | Buy |
4,078
+2,521
| +162% | +$2.47K | ﹤0.01% | 6696 |
|
|
2018
Q3 | $2K | Sell |
1,557
-3,714
| -70% | -$4.77K | ﹤0.01% | 6808 |
|
|
2018
Q2 | $9K | Buy |
5,271
+1,866
| +55% | +$3.19K | ﹤0.01% | 6266 |
|
|
2018
Q1 | $8K | Buy |
3,405
+405
| +14% | +$952 | ﹤0.01% | 6114 |
|
|
2017
Q4 | $12K | Sell |
3,000
-1,432
| -32% | -$5.73K | ﹤0.01% | 5933 |
|
|
2017
Q3 | $9K | Buy |
4,432
+2,432
| +122% | +$4.94K | ﹤0.01% | 6033 |
|
|
2017
Q2 | $3K | Sell |
2,000
-1,063
| -35% | -$1.6K | ﹤0.01% | 6333 |
|
|
2017
Q1 | $5K | Buy |
3,063
+635
| +26% | +$1.04K | ﹤0.01% | 6048 |
|
|
2016
Q4 | $4K | Sell |
2,428
-2,059
| -46% | -$3.39K | ﹤0.01% | 6338 |
|
|
2016
Q3 | $9K | Buy |
4,487
+2,487
| +124% | +$4.99K | ﹤0.01% | 5923 |
|
|
2016
Q2 | $3K | Sell |
2,000
-1,810
| -48% | -$2.72K | ﹤0.01% | 6413 |
|
|
2016
Q1 | $6K | Sell |
3,810
-2,518
| -40% | -$3.97K | ﹤0.01% | 6057 |
|
|
2015
Q4 | $7K | Buy |
6,328
+3,778
| +148% | +$4.18K | ﹤0.01% | 6182 |
|
|
2015
Q3 | $4K | Sell |
2,550
-1,675
| -40% | -$2.63K | ﹤0.01% | 6361 |
|
|
2015
Q2 | $12K | Sell |
4,225
-1,659
| -28% | -$4.71K | ﹤0.01% | 5858 |
|
|
2015
Q1 | $19K | Buy |
5,884
+3,334
| +131% | +$10.8K | ﹤0.01% | 5411 |
|
|
2014
Q4 | $8K | Buy |
+2,550
| New | +$8K | ﹤0.01% | 6119 |
|