UBS Group’s Waterstone Financial WSBF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $647K | Buy |
46,874
+13,834
| +42% | +$191K | ﹤0.01% | 4658 |
|
|
2025
Q1 | $444K | Buy |
33,040
+22,169
| +204% | +$298K | ﹤0.01% | 4761 |
|
|
2024
Q4 | $146K | Sell |
10,871
-2,553
| -19% | -$34.3K | ﹤0.01% | 5441 |
|
|
2024
Q3 | $197K | Buy |
13,424
+4,794
| +56% | +$70.5K | ﹤0.01% | 4711 |
|
|
2024
Q2 | $110K | Sell |
8,630
-9,151
| -51% | -$117K | ﹤0.01% | 4978 |
|
|
2024
Q1 | $216K | Sell |
17,781
-1,160
| -6% | -$14.1K | ﹤0.01% | 4664 |
|
|
2023
Q4 | $269K | Buy |
18,941
+9,246
| +95% | +$131K | ﹤0.01% | 4415 |
|
|
2023
Q3 | $106K | Sell |
9,695
-8,313
| -46% | -$91K | ﹤0.01% | 4687 |
|
|
2023
Q2 | $261K | Buy |
18,008
+8,603
| +91% | +$125K | ﹤0.01% | 4280 |
|
|
2023
Q1 | $142K | Buy |
9,405
+2,023
| +27% | +$30.6K | ﹤0.01% | 4590 |
|
|
2022
Q4 | $127K | Buy |
+7,382
| New | +$127K | ﹤0.01% | 4766 |
|
|
2022
Q3 | – | Sell |
-1,368
| Closed | -$23K | – | 9744 |
|
|
2022
Q2 | $23K | Buy |
1,368
+253
| +23% | +$4.25K | ﹤0.01% | 5684 |
|
|
2022
Q1 | $22K | Sell |
1,115
-8,690
| -89% | -$171K | ﹤0.01% | 6313 |
|
|
2021
Q4 | $214K | Buy |
+9,805
| New | +$214K | ﹤0.01% | 4588 |
|
|
2021
Q3 | – | Sell |
-1,417
| Closed | -$28K | – | 8822 |
|
|
2021
Q2 | $28K | Sell |
1,417
-4,837
| -77% | -$95.6K | ﹤0.01% | 5928 |
|
|
2021
Q1 | $128K | Sell |
6,254
-173
| -3% | -$3.54K | ﹤0.01% | 4794 |
|
|
2020
Q4 | $121K | Buy |
6,427
+5,777
| +889% | +$109K | ﹤0.01% | 4586 |
|
|
2020
Q3 | $10K | Sell |
650
-7,580
| -92% | -$117K | ﹤0.01% | 5993 |
|
|
2020
Q2 | $122K | Sell |
8,230
-7,446
| -47% | -$110K | ﹤0.01% | 4337 |
|
|
2020
Q1 | $228K | Sell |
15,676
-19,189
| -55% | -$279K | ﹤0.01% | 3801 |
|
|
2019
Q4 | $664K | Buy |
34,865
+10,876
| +45% | +$207K | ﹤0.01% | 3668 |
|
|
2019
Q3 | $412K | Buy |
23,989
+12,820
| +115% | +$220K | ﹤0.01% | 3868 |
|
|
2019
Q2 | $191K | Buy |
11,169
+3,428
| +44% | +$58.6K | ﹤0.01% | 4133 |
|
|
2019
Q1 | $128K | Sell |
7,741
-3,629
| -32% | -$60K | ﹤0.01% | 4132 |
|
|
2018
Q4 | $191K | Buy |
11,370
+4,400
| +63% | +$73.9K | ﹤0.01% | 4138 |
|
|
2018
Q3 | $120K | Buy |
6,970
+3,707
| +114% | +$63.8K | ﹤0.01% | 4582 |
|
|
2018
Q2 | $56K | Buy |
3,263
+426
| +15% | +$7.31K | ﹤0.01% | 4993 |
|
|
2018
Q1 | $49K | Buy |
2,837
+126
| +5% | +$2.18K | ﹤0.01% | 4884 |
|
|
2017
Q4 | $46K | Sell |
2,711
-1,291
| -32% | -$21.9K | ﹤0.01% | 4954 |
|
|
2017
Q3 | $78K | Buy |
4,002
+2,200
| +122% | +$42.9K | ﹤0.01% | 4615 |
|
|
2017
Q2 | $34K | Buy |
1,802
+1,051
| +140% | +$19.8K | ﹤0.01% | 5007 |
|
|
2017
Q1 | $14K | Sell |
751
-9,102
| -92% | -$170K | ﹤0.01% | 5490 |
|
|
2016
Q4 | $181K | Buy |
9,853
+1,451
| +17% | +$26.7K | ﹤0.01% | 4002 |
|
|
2016
Q3 | $143K | Sell |
8,402
-1,760
| -17% | -$30K | ﹤0.01% | 3941 |
|
|
2016
Q2 | $156K | Sell |
10,162
-57
| -0.6% | -$875 | ﹤0.01% | 3907 |
|
|
2016
Q1 | $140K | Buy |
10,219
+919
| +10% | +$12.6K | ﹤0.01% | 4009 |
|
|
2015
Q4 | $131K | Sell |
9,300
-838
| -8% | -$11.8K | ﹤0.01% | 4051 |
|
|
2015
Q3 | $136K | Buy |
10,138
+7,520
| +287% | +$101K | ﹤0.01% | 3984 |
|
|
2015
Q2 | $35K | Buy |
2,618
+1,718
| +191% | +$23K | ﹤0.01% | 5048 |
|
|
2015
Q1 | $12K | Sell |
900
-2,530
| -74% | -$33.7K | ﹤0.01% | 5762 |
|
|
2014
Q4 | $45K | Buy |
+3,430
| New | +$45K | ﹤0.01% | 4817 |
|