UBS Group’s National Research Corp NRC Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $335K | Buy |
19,942
+10,783
| +118% | +$181K | ﹤0.01% | 5151 |
|
2025
Q1 | $117K | Sell |
9,159
-4,317
| -32% | -$55.3K | ﹤0.01% | 5666 |
|
2024
Q4 | $238K | Buy |
13,476
+4,020
| +43% | +$70.9K | ﹤0.01% | 5157 |
|
2024
Q3 | $216K | Buy |
9,456
+2,854
| +43% | +$65.2K | ﹤0.01% | 4643 |
|
2024
Q2 | $152K | Sell |
6,602
-10,976
| -62% | -$252K | ﹤0.01% | 4738 |
|
2024
Q1 | $696K | Sell |
17,578
-183
| -1% | -$7.25K | ﹤0.01% | 3838 |
|
2023
Q4 | $703K | Buy |
17,761
+9,577
| +117% | +$379K | ﹤0.01% | 3709 |
|
2023
Q3 | $363K | Sell |
8,184
-1,892
| -19% | -$83.9K | ﹤0.01% | 3833 |
|
2023
Q2 | $438K | Buy |
10,076
+4,125
| +69% | +$179K | ﹤0.01% | 3927 |
|
2023
Q1 | $259K | Buy |
5,951
+1,015
| +21% | +$44.2K | ﹤0.01% | 4166 |
|
2022
Q4 | $184K | Buy |
4,936
+4,861
| +6,481% | +$181K | ﹤0.01% | 4441 |
|
2022
Q3 | $3K | Sell |
75
-205
| -73% | -$8.2K | ﹤0.01% | 8454 |
|
2022
Q2 | $11K | Sell |
280
-1,838
| -87% | -$72.2K | ﹤0.01% | 6789 |
|
2022
Q1 | $84K | Sell |
2,118
-2,493
| -54% | -$98.9K | ﹤0.01% | 5039 |
|
2021
Q4 | $192K | Buy |
4,611
+4,426
| +2,392% | +$184K | ﹤0.01% | 4695 |
|
2021
Q3 | $8K | Sell |
185
-462
| -71% | -$20K | ﹤0.01% | 7062 |
|
2021
Q2 | $30K | Sell |
647
-3,590
| -85% | -$166K | ﹤0.01% | 5858 |
|
2021
Q1 | $198K | Buy |
4,237
+795
| +23% | +$37.2K | ﹤0.01% | 4527 |
|
2020
Q4 | $147K | Buy |
3,442
+750
| +28% | +$32K | ﹤0.01% | 4468 |
|
2020
Q3 | $132K | Sell |
2,692
-4,306
| -62% | -$211K | ﹤0.01% | 4211 |
|
2020
Q2 | $407K | Sell |
6,998
-1,585
| -18% | -$92.2K | ﹤0.01% | 3547 |
|
2020
Q1 | $390K | Sell |
8,583
-6,454
| -43% | -$293K | ﹤0.01% | 3411 |
|
2019
Q4 | $992K | Buy |
15,037
+5,833
| +63% | +$385K | ﹤0.01% | 3346 |
|
2019
Q3 | $532K | Buy |
9,204
+6,810
| +284% | +$394K | ﹤0.01% | 3676 |
|
2019
Q2 | $138K | Buy |
+2,394
| New | +$138K | ﹤0.01% | 4332 |
|
2019
Q1 | – | Sell |
-4,068
| Closed | -$155K | – | 7022 |
|
2018
Q4 | $155K | Buy |
4,068
+1,382
| +51% | +$52.7K | ﹤0.01% | 4298 |
|
2018
Q3 | $104K | Buy |
2,686
+954
| +55% | +$36.9K | ﹤0.01% | 4706 |
|
2018
Q2 | $65K | Buy |
+1,732
| New | +$65K | ﹤0.01% | 4900 |
|
2018
Q1 | – | Sell |
-459
| Closed | -$17K | – | 7001 |
|
2017
Q4 | $17K | Buy |
459
+141
| +44% | +$5.22K | ﹤0.01% | 5712 |
|
2017
Q3 | $12K | Buy |
+318
| New | +$12K | ﹤0.01% | 5876 |
|
2017
Q2 | – | Sell |
-354
| Closed | -$7K | – | 6792 |
|
2017
Q1 | $7K | Sell |
354
-1,954
| -85% | -$38.6K | ﹤0.01% | 5896 |
|
2016
Q4 | $44K | Buy |
+2,308
| New | +$44K | ﹤0.01% | 5005 |
|
2016
Q3 | – | Sell |
-839
| Closed | -$11K | – | 6793 |
|
2016
Q2 | $11K | Buy |
839
+391
| +87% | +$5.13K | ﹤0.01% | 5837 |
|
2016
Q1 | $7K | Sell |
448
-1,181
| -72% | -$18.5K | ﹤0.01% | 6002 |
|
2015
Q4 | $26K | Buy |
1,629
+1,088
| +201% | +$17.4K | ﹤0.01% | 5322 |
|
2015
Q3 | $6K | Sell |
541
-474
| -47% | -$5.26K | ﹤0.01% | 6193 |
|
2015
Q2 | $14K | Buy |
+1,015
| New | +$14K | ﹤0.01% | 5761 |
|
2015
Q1 | – | Sell |
-1,772
| Closed | -$25K | – | 6741 |
|
2014
Q4 | $25K | Buy |
+1,772
| New | +$25K | ﹤0.01% | 5305 |
|