UBS Group’s IES Holdings IESC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $33.6M | Buy |
|
|||||
|
2025
Q2 | $16M | Buy |
|
|||||
|
2025
Q1 | $8.51M | Buy |
|
|||||
|
2024
Q4 | $5.36M | Buy |
|
|||||
|
2024
Q3 | $2.05M | Buy |
|
|||||
|
2024
Q2 | $846K | Sell |
|
|||||
|
2024
Q1 | $1.31M | Sell |
|
|||||
|
2023
Q4 | $1.01M | Buy |
|
|||||
|
2023
Q3 | $380K | Sell |
|
|||||
|
2023
Q2 | $425K | Buy |
|
|||||
|
2023
Q1 | $224K | Buy |
|
|||||
|
2022
Q4 | $161K | Buy |
|
|||||
|
2022
Q3 | $55K | Buy |
|
|||||
|
2022
Q2 | $22K | Sell |
|
|||||
|
2022
Q1 | $111K | Sell |
|
|||||
|
2021
Q4 | $143K | Buy |
|
|||||
|
2021
Q3 | $8K | Sell |
|
|||||
|
2021
Q2 | $379K | Sell |
|
|||||
|
2021
Q1 | $444K | Buy |
|
|||||
|
2020
Q4 | $376K | Buy |
|
|||||
|
2020
Q3 | $209K | Sell |
|
|||||
|
2020
Q2 | $215K | Sell |
|
|||||
|
2020
Q1 | $219K | Sell |
|
|||||
|
2019
Q4 | $432K | Buy |
|
|||||
|
2019
Q3 | $294K | Buy |
|
|||||
|
2019
Q2 | $252K | Buy |
|
|||||
|
2019
Q1 | $117K | Sell |
|
|||||
|
2018
Q4 | $168K | Sell |
|
|||||
|
2018
Q3 | $230K | Buy |
|
|||||
|
2018
Q2 | $134K | Buy |
|
|||||
|
2018
Q1 | $121K | Sell |
|
|||||
|
2017
Q4 | $160K | Buy |
|
|||||
|
2017
Q3 | $121K | Sell |
|
|||||
|
2017
Q2 | $138K | Buy |
|
|||||
|
2017
Q1 | $125K | Sell |
|
|||||
|
2016
Q4 | $218K | Buy |
|
|||||
|
2016
Q3 | $161K | Sell |
|
|||||
|
2016
Q2 | $124K | Sell |
|
|||||
|
2016
Q1 | $393K | Buy |
|
|||||
|
2015
Q4 | $106K | Buy |
|
|||||
|
2015
Q3 | $52K | Buy |
|
|||||
|
2015
Q2 | $19K | Sell |
|
|||||
|
2015
Q1 | $42K | Buy |
|
|||||
|
2014
Q4 | $21K | Buy |
|