UBS Group’s Solo Brands, Inc. SBDS Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | – | Sell |
-342,294
| Closed | -$57.5K | – | 9718 |
|
2025
Q1 | $57.5K | Sell |
342,294
-132,297
| -28% | -$22.2K | ﹤0.01% | 6185 |
|
2024
Q4 | $541K | Buy |
474,591
+460,783
| +3,337% | +$525K | ﹤0.01% | 4634 |
|
2024
Q3 | $19.5K | Sell |
13,808
-19,748
| -59% | -$27.8K | ﹤0.01% | 6182 |
|
2024
Q2 | $76.5K | Buy |
33,556
+13,606
| +68% | +$31K | ﹤0.01% | 5220 |
|
2024
Q1 | $43.3K | Sell |
19,950
-601
| -3% | -$1.3K | ﹤0.01% | 5412 |
|
2023
Q4 | $127K | Sell |
20,551
-39,171
| -66% | -$241K | ﹤0.01% | 4860 |
|
2023
Q3 | $305K | Buy |
59,722
+43,840
| +276% | +$224K | ﹤0.01% | 3960 |
|
2023
Q2 | $89.9K | Buy |
15,882
+7,998
| +101% | +$45.3K | ﹤0.01% | 5046 |
|
2023
Q1 | $56.6K | Sell |
7,884
-1,469
| -16% | -$10.5K | ﹤0.01% | 5279 |
|
2022
Q4 | $34.8K | Buy |
9,353
+9,253
| +9,253% | +$34.4K | ﹤0.01% | 5928 |
|
2022
Q3 | $0 | Hold |
100
| – | – | ﹤0.01% | 10607 |
|
2022
Q2 | $0 | Sell |
100
-31,307
| -100% | – | ﹤0.01% | 10559 |
|
2022
Q1 | $268K | Sell |
31,407
-1,782
| -5% | -$15.2K | ﹤0.01% | 4184 |
|
2021
Q4 | $519K | Buy |
+33,189
| New | +$519K | ﹤0.01% | 3952 |
|