UBS Group’s i3 Verticals IIIV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.24M | Buy |
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|
2025
Q1 | $2.57M | Buy |
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|
2024
Q4 | $635K | Buy |
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|
2024
Q3 | $410K | Buy |
|
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|
2024
Q2 | $413K | Sell |
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|
2024
Q1 | $644K | Sell |
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|
2023
Q4 | $632K | Buy |
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|
2023
Q3 | $346K | Sell |
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|
2023
Q2 | $431K | Buy |
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|
2023
Q1 | $428K | Buy |
|
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|
2022
Q4 | $337K | Buy |
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|
2022
Q3 | $216K | Buy |
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|
2022
Q2 | $49K | Sell |
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|
2022
Q1 | $384K | Sell |
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|
2021
Q4 | $434K | Buy |
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|
2021
Q3 | $44K | Buy |
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|
2021
Q2 | $20K | Sell |
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|
2021
Q1 | $272K | Buy |
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|
2020
Q4 | $200K | Buy |
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|
2020
Q3 | $11K | Sell |
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|
2020
Q2 | $168K | Sell |
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|
2020
Q1 | $175K | Sell |
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|
2019
Q4 | $505K | Sell |
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|
2019
Q3 | $440K | Buy |
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|
2019
Q2 | $228K | Buy |
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|
2019
Q1 | $169K | Buy |
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|
2018
Q4 | $105K | Buy |
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|
2018
Q3 | $86K | Buy |
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|
2018
Q2 | $27K | Buy |
|