UBS Group’s Visionary Holdings GV Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $480 | Sell |
302
-19,144
| -98% | -$30.4K | ﹤0.01% | 8488 |
|
2025
Q1 | $63.4K | Sell |
19,446
-17,347
| -47% | -$56.6K | ﹤0.01% | 6117 |
|
2024
Q4 | $89.8K | Buy |
36,793
+36,552
| +15,167% | +$89.2K | ﹤0.01% | 5722 |
|
2024
Q3 | $578 | Sell |
241
-2,325
| -91% | -$5.58K | ﹤0.01% | 7662 |
|
2024
Q2 | $5.54K | Buy |
2,566
+2,155
| +524% | +$4.66K | ﹤0.01% | 6823 |
|
2024
Q1 | $1.1K | Buy |
+411
| New | +$1.1K | ﹤0.01% | 7059 |
|
2023
Q4 | – | Sell |
-2,112
| Closed | -$4.72K | – | 8269 |
|
2023
Q3 | $4.72K | Buy |
2,112
+1,897
| +882% | +$4.24K | ﹤0.01% | 6279 |
|
2023
Q2 | $1.39K | Buy |
+215
| New | +$1.39K | ﹤0.01% | 6849 |
|
2023
Q1 | – | Sell |
-10
| Closed | -$61 | – | 8682 |
|
2022
Q4 | $61 | Buy |
+10
| New | +$61 | ﹤0.01% | 9257 |
|
2022
Q3 | – | Sell |
-86
| Closed | -$2K | – | 9391 |
|
2022
Q2 | $2K | Buy |
+86
| New | +$2K | ﹤0.01% | 8513 |
|