UBS Group’s Peoples Financial Services PFIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $546K | Sell |
11,062
-2,889
| -21% | -$143K | ﹤0.01% | 4774 |
|
|
2025
Q1 | $620K | Buy |
13,951
+6,329
| +83% | +$281K | ﹤0.01% | 4537 |
|
|
2024
Q4 | $390K | Buy |
7,622
+3,147
| +70% | +$161K | ﹤0.01% | 4857 |
|
|
2024
Q3 | $210K | Buy |
4,475
+1,557
| +53% | +$73K | ﹤0.01% | 4668 |
|
|
2024
Q2 | $133K | Sell |
2,918
-3,987
| -58% | -$182K | ﹤0.01% | 4840 |
|
|
2024
Q1 | $298K | Sell |
6,905
-736
| -10% | -$31.7K | ﹤0.01% | 4448 |
|
|
2023
Q4 | $372K | Buy |
7,641
+3,679
| +93% | +$179K | ﹤0.01% | 4184 |
|
|
2023
Q3 | $159K | Sell |
3,962
-151
| -4% | -$6.06K | ﹤0.01% | 4420 |
|
|
2023
Q2 | $180K | Buy |
4,113
+1,559
| +61% | +$68.3K | ﹤0.01% | 4523 |
|
|
2023
Q1 | $111K | Sell |
2,554
-558
| -18% | -$24.2K | ﹤0.01% | 4774 |
|
|
2022
Q4 | $161K | Buy |
3,112
+3,012
| +3,012% | +$156K | ﹤0.01% | 4556 |
|
|
2022
Q3 | $5K | Sell |
100
-286
| -74% | -$14.3K | ﹤0.01% | 8106 |
|
|
2022
Q2 | $22K | Sell |
386
-192
| -33% | -$10.9K | ﹤0.01% | 5738 |
|
|
2022
Q1 | $29K | Sell |
578
-2,076
| -78% | -$104K | ﹤0.01% | 6000 |
|
|
2021
Q4 | $140K | Buy |
2,654
+2,433
| +1,101% | +$128K | ﹤0.01% | 4927 |
|
|
2021
Q3 | $11K | Buy |
221
+121
| +121% | +$6.02K | ﹤0.01% | 6755 |
|
|
2021
Q2 | $4K | Sell |
100
-1,388
| -93% | -$55.5K | ﹤0.01% | 7575 |
|
|
2021
Q1 | $63K | Buy |
1,488
+327
| +28% | +$13.8K | ﹤0.01% | 5333 |
|
|
2020
Q4 | $43K | Buy |
1,161
+1,061
| +1,061% | +$39.3K | ﹤0.01% | 5321 |
|
|
2020
Q3 | $3K | Sell |
100
-2,171
| -96% | -$65.1K | ﹤0.01% | 6665 |
|
|
2020
Q2 | $87K | Sell |
2,271
-2,488
| -52% | -$95.3K | ﹤0.01% | 4584 |
|
|
2020
Q1 | $189K | Sell |
4,759
-4,203
| -47% | -$167K | ﹤0.01% | 3935 |
|
|
2019
Q4 | $451K | Buy |
8,962
+3,615
| +68% | +$182K | ﹤0.01% | 3976 |
|
|
2019
Q3 | $243K | Buy |
5,347
+3,415
| +177% | +$155K | ﹤0.01% | 4213 |
|
|
2019
Q2 | $87K | Buy |
1,932
+1,293
| +202% | +$58.2K | ﹤0.01% | 4630 |
|
|
2019
Q1 | $29K | Sell |
639
-2,959
| -82% | -$134K | ﹤0.01% | 5153 |
|
|
2018
Q4 | $159K | Buy |
3,598
+459
| +15% | +$20.3K | ﹤0.01% | 4280 |
|
|
2018
Q3 | $133K | Buy |
3,139
+1,986
| +172% | +$84.1K | ﹤0.01% | 4491 |
|
|
2018
Q2 | $54K | Buy |
1,153
+370
| +47% | +$17.3K | ﹤0.01% | 5014 |
|
|
2018
Q1 | $36K | Sell |
783
-62
| -7% | -$2.85K | ﹤0.01% | 5097 |
|
|
2017
Q4 | $39K | Sell |
845
-427
| -34% | -$19.7K | ﹤0.01% | 5083 |
|
|
2017
Q3 | $61K | Buy |
1,272
+565
| +80% | +$27.1K | ﹤0.01% | 4770 |
|
|
2017
Q2 | $31K | Sell |
707
-533
| -43% | -$23.4K | ﹤0.01% | 5065 |
|
|
2017
Q1 | $52K | Sell |
1,240
-2,360
| -66% | -$99K | ﹤0.01% | 4603 |
|
|
2016
Q4 | $175K | Buy |
3,600
+1,889
| +110% | +$91.8K | ﹤0.01% | 4030 |
|
|
2016
Q3 | $70K | Sell |
1,711
-161
| -9% | -$6.59K | ﹤0.01% | 4386 |
|
|
2016
Q2 | $73K | Buy |
1,872
+117
| +7% | +$4.56K | ﹤0.01% | 4404 |
|
|
2016
Q1 | $66K | Buy |
1,755
+63
| +4% | +$2.37K | ﹤0.01% | 4501 |
|
|
2015
Q4 | $64K | Sell |
1,692
-549
| -24% | -$20.8K | ﹤0.01% | 4556 |
|
|
2015
Q3 | $79K | Buy |
2,241
+469
| +26% | +$16.5K | ﹤0.01% | 4369 |
|
|
2015
Q2 | $70K | Buy |
1,772
+24
| +1% | +$948 | ﹤0.01% | 4540 |
|
|
2015
Q1 | $79K | Sell |
1,748
-687
| -28% | -$31K | ﹤0.01% | 4330 |
|
|
2014
Q4 | $121K | Buy |
+2,435
| New | +$121K | ﹤0.01% | 4098 |
|