UBS Group’s Peoples Financial Services PFIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $389K | Sell |
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|
2025
Q2 | $546K | Sell |
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|
2025
Q1 | $620K | Buy |
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|
2024
Q4 | $390K | Buy |
|
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|
2024
Q3 | $210K | Buy |
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|
2024
Q2 | $133K | Sell |
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|
2024
Q1 | $298K | Sell |
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|
2023
Q4 | $372K | Buy |
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|
2023
Q3 | $159K | Sell |
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|
2023
Q2 | $180K | Buy |
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|
2023
Q1 | $111K | Sell |
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|
2022
Q4 | $161K | Buy |
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|
2022
Q3 | $5K | Sell |
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|
2022
Q2 | $22K | Sell |
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|
2022
Q1 | $29K | Sell |
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|
2021
Q4 | $140K | Buy |
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|
2021
Q3 | $11K | Buy |
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|
2021
Q2 | $4K | Sell |
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|
2021
Q1 | $63K | Buy |
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|
2020
Q4 | $43K | Buy |
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|
2020
Q3 | $3K | Sell |
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|
2020
Q2 | $87K | Sell |
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|
2020
Q1 | $189K | Sell |
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|
2019
Q4 | $451K | Buy |
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|
2019
Q3 | $243K | Buy |
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|
2019
Q2 | $87K | Buy |
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|
2019
Q1 | $29K | Sell |
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|
2018
Q4 | $159K | Buy |
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|
2018
Q3 | $133K | Buy |
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|
2018
Q2 | $54K | Buy |
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|
2018
Q1 | $36K | Sell |
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|
2017
Q4 | $39K | Sell |
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|
2017
Q3 | $61K | Buy |
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|
2017
Q2 | $31K | Sell |
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|
2017
Q1 | $52K | Sell |
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|
2016
Q4 | $175K | Buy |
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|
2016
Q3 | $70K | Sell |
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|
2016
Q2 | $73K | Buy |
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|
2016
Q1 | $66K | Buy |
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|
2015
Q4 | $64K | Sell |
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|
2015
Q3 | $79K | Buy |
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|
2015
Q2 | $70K | Buy |
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|
2015
Q1 | $79K | Sell |
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|
2014
Q4 | $121K | Buy |
|