UBS Group’s OptimizeRx OPRX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.39M | Buy |
102,651
+90,516
| +746% | +$1.22M | ﹤0.01% | 4105 |
|
|
2025
Q1 | $105K | Sell |
12,135
-14,235
| -54% | -$123K | ﹤0.01% | 5748 |
|
|
2024
Q4 | $128K | Buy |
26,370
+18,102
| +219% | +$88K | ﹤0.01% | 5513 |
|
|
2024
Q3 | $63.8K | Buy |
8,268
+2,933
| +55% | +$22.6K | ﹤0.01% | 5466 |
|
|
2024
Q2 | $53.4K | Sell |
5,335
-10,601
| -67% | -$106K | ﹤0.01% | 5501 |
|
|
2024
Q1 | $194K | Buy |
15,936
+1,110
| +7% | +$13.5K | ﹤0.01% | 4735 |
|
|
2023
Q4 | $212K | Buy |
14,826
+6,222
| +72% | +$89K | ﹤0.01% | 4570 |
|
|
2023
Q3 | $66.9K | Sell |
8,604
-990
| -10% | -$7.7K | ﹤0.01% | 4978 |
|
|
2023
Q2 | $137K | Buy |
9,594
+4,628
| +93% | +$66.1K | ﹤0.01% | 4718 |
|
|
2023
Q1 | $72.7K | Sell |
4,966
-306
| -6% | -$4.48K | ﹤0.01% | 5091 |
|
|
2022
Q4 | $88.6K | Buy |
5,272
+3,275
| +164% | +$55K | ﹤0.01% | 5091 |
|
|
2022
Q3 | $29K | Buy |
1,997
+1,485
| +290% | +$21.6K | ﹤0.01% | 5839 |
|
|
2022
Q2 | $14K | Sell |
512
-18,692
| -97% | -$511K | ﹤0.01% | 6375 |
|
|
2022
Q1 | $724K | Buy |
19,204
+13,071
| +213% | +$493K | ﹤0.01% | 3508 |
|
|
2021
Q4 | $381K | Buy |
6,133
+2,208
| +56% | +$137K | ﹤0.01% | 4182 |
|
|
2021
Q3 | $336K | Sell |
3,925
-115
| -3% | -$9.85K | ﹤0.01% | 3958 |
|
|
2021
Q2 | $250K | Buy |
4,040
+2,686
| +198% | +$166K | ﹤0.01% | 4188 |
|
|
2021
Q1 | $66K | Sell |
1,354
-2,224
| -62% | -$108K | ﹤0.01% | 5286 |
|
|
2020
Q4 | $111K | Buy |
3,578
+3,497
| +4,317% | +$108K | ﹤0.01% | 4642 |
|
|
2020
Q3 | $2K | Sell |
81
-5,786
| -99% | -$143K | ﹤0.01% | 6793 |
|
|
2020
Q2 | $76K | Sell |
5,867
-2,668
| -31% | -$34.6K | ﹤0.01% | 4698 |
|
|
2020
Q1 | $77K | Sell |
8,535
-8,465
| -50% | -$76.4K | ﹤0.01% | 4631 |
|
|
2019
Q4 | $175K | Buy |
17,000
+4,397
| +35% | +$45.3K | ﹤0.01% | 4677 |
|
|
2019
Q3 | $182K | Buy |
12,603
+10,441
| +483% | +$151K | ﹤0.01% | 4428 |
|
|
2019
Q2 | $35K | Buy |
+2,162
| New | +$35K | ﹤0.01% | 5347 |
|