UBS Group’s CS Disco LAW Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $661K | Buy |
151,274
+11,220
| +8% | +$49K | ﹤0.01% | 4644 |
|
2025
Q1 | $573K | Buy |
140,054
+18,886
| +16% | +$77.2K | ﹤0.01% | 4587 |
|
2024
Q4 | $605K | Sell |
121,168
-8,956
| -7% | -$44.7K | ﹤0.01% | 4573 |
|
2024
Q3 | $765K | Sell |
130,124
-3,160
| -2% | -$18.6K | ﹤0.01% | 3796 |
|
2024
Q2 | $794K | Sell |
133,284
-30,493
| -19% | -$182K | ﹤0.01% | 3588 |
|
2024
Q1 | $1.33M | Buy |
163,777
+20,762
| +15% | +$169K | ﹤0.01% | 3338 |
|
2023
Q4 | $1.09M | Sell |
143,015
-45,050
| -24% | -$342K | ﹤0.01% | 3376 |
|
2023
Q3 | $1.25M | Sell |
188,065
-1,048
| -0.6% | -$6.96K | ﹤0.01% | 2918 |
|
2023
Q2 | $1.55M | Buy |
189,113
+89,186
| +89% | +$733K | ﹤0.01% | 2903 |
|
2023
Q1 | $664K | Buy |
99,927
+38,627
| +63% | +$256K | ﹤0.01% | 3505 |
|
2022
Q4 | $387K | Buy |
61,300
+28,340
| +86% | +$179K | ﹤0.01% | 3887 |
|
2022
Q3 | $330K | Buy |
32,960
+32,848
| +29,329% | +$329K | ﹤0.01% | 3708 |
|
2022
Q2 | $2K | Sell |
112
-7,942
| -99% | -$142K | ﹤0.01% | 8531 |
|
2022
Q1 | $273K | Sell |
8,054
-4,212
| -34% | -$143K | ﹤0.01% | 4171 |
|
2021
Q4 | $438K | Buy |
+12,266
| New | +$438K | ﹤0.01% | 4081 |
|