UBS Group’s MarketWise MKTW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $87.2K | Buy |
4,408
+1,172
| +36% | +$23.2K | ﹤0.01% | 6073 |
|
|
2025
Q1 | $32K | Buy |
3,236
+2,077
| +179% | +$20.5K | ﹤0.01% | 6601 |
|
|
2024
Q4 | $13.2K | Buy |
1,159
+240
| +26% | +$2.73K | ﹤0.01% | 6925 |
|
|
2024
Q3 | $12.3K | Buy |
919
+325
| +55% | +$4.34K | ﹤0.01% | 6432 |
|
|
2024
Q2 | $13.8K | Sell |
594
-1,419
| -70% | -$32.9K | ﹤0.01% | 6382 |
|
|
2024
Q1 | $69.7K | Buy |
2,013
+248
| +14% | +$8.58K | ﹤0.01% | 5206 |
|
|
2023
Q4 | $96.4K | Sell |
1,765
-621
| -26% | -$33.9K | ﹤0.01% | 4999 |
|
|
2023
Q3 | $76.3K | Sell |
2,386
-90
| -4% | -$2.88K | ﹤0.01% | 4900 |
|
|
2023
Q2 | $99K | Buy |
2,476
+409
| +20% | +$16.4K | ﹤0.01% | 4975 |
|
|
2023
Q1 | $76.5K | Buy |
2,067
+1,857
| +884% | +$68.7K | ﹤0.01% | 5060 |
|
|
2022
Q4 | $7.07K | Sell |
210
-17
| -7% | -$572 | ﹤0.01% | 7750 |
|
|
2022
Q3 | $10K | Buy |
+227
| New | +$10K | ﹤0.01% | 7335 |
|
|
2022
Q2 | – | Sell |
-379
| Closed | -$36K | – | 9528 |
|
|
2022
Q1 | $36K | Sell |
379
-64
| -14% | -$6.08K | ﹤0.01% | 5791 |
|
|
2021
Q4 | $67K | Buy |
443
+5
| +1% | +$756 | ﹤0.01% | 5571 |
|
|
2021
Q3 | $72K | Buy |
438
+85
| +24% | +$14K | ﹤0.01% | 4985 |
|
|
2021
Q2 | $70K | Buy |
+353
| New | +$70K | ﹤0.01% | 5088 |
|
|
2021
Q1 | – | Sell |
-1,294
| Closed | -$266K | – | 8113 |
|
|
2020
Q4 | $266K | Buy |
1,294
+1,290
| +32,250% | +$265K | ﹤0.01% | 4097 |
|
|
2020
Q3 | $1K | Buy |
+4
| New | +$1K | ﹤0.01% | 6920 |
|