UBS Group’s FiscalNote NOTE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $457K | Buy |
71,026
+18,290
| +35% | +$118K | ﹤0.01% | 4911 |
|
|
2025
Q1 | $511K | Buy |
52,736
+23,001
| +77% | +$223K | ﹤0.01% | 4664 |
|
|
2024
Q4 | $382K | Buy |
29,735
+27,349
| +1,146% | +$351K | ﹤0.01% | 4868 |
|
|
2024
Q3 | $36.7K | Buy |
2,386
+837
| +54% | +$12.9K | ﹤0.01% | 5819 |
|
|
2024
Q2 | $27.1K | Sell |
1,549
-3,441
| -69% | -$60.3K | ﹤0.01% | 5966 |
|
|
2024
Q1 | $79.6K | Sell |
4,990
-408
| -8% | -$6.51K | ﹤0.01% | 5158 |
|
|
2023
Q4 | $73.8K | Buy |
5,398
+2,588
| +92% | +$35.4K | ﹤0.01% | 5157 |
|
|
2023
Q3 | $70.1K | Sell |
2,810
-178
| -6% | -$4.44K | ﹤0.01% | 4955 |
|
|
2023
Q2 | $130K | Buy |
2,988
+2,829
| +1,779% | +$124K | ﹤0.01% | 4759 |
|
|
2023
Q1 | $4.25K | Sell |
159
-6,169
| -97% | -$165K | ﹤0.01% | 7114 |
|
|
2022
Q4 | $481K | Sell |
6,328
-1,172
| -16% | -$89K | ﹤0.01% | 3734 |
|
|
2022
Q3 | $573K | Buy |
+7,500
| New | +$573K | ﹤0.01% | 3249 |
|