UBS Group’s InnovAge Holding INNV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $30.3K | Buy |
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|
2025
Q1 | $23.6K | Sell |
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|
2024
Q4 | $42.6K | Sell |
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|
2024
Q3 | $87.9K | Buy |
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|
2024
Q2 | $56.7K | Sell |
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|
2024
Q1 | $108K | Sell |
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|
2023
Q4 | $157K | Buy |
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|
2023
Q3 | $86.8K | Sell |
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|
2023
Q2 | $122K | Buy |
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|
2023
Q1 | $94.3K | Buy |
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|
2022
Q4 | $71.7K | Buy |
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|
2022
Q3 | $29K | Sell |
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|
2022
Q2 | $66K | Sell |
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|
2022
Q1 | $99K | Sell |
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|
2021
Q4 | $99K | Buy |
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|
2021
Q3 | $73K | Buy |
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|
2021
Q2 | $5K | Sell |
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|
2021
Q1 | $11K | Buy |
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