UBS Group’s Block Inc XYZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $216M | Buy |
3,594,731
+508,156
| +16% | +$30.9M | 0.04% | 584 |
|
|
2025
Q4 | $201M | Sell |
3,086,575
-524,549
| -15% | -$36.2M | 0.04% | 572 |
|
|
2025
Q3 | $261M | Buy |
3,611,124
+1,694,161
| +88% | +$127M | 0.05% | 448 |
|
|
2025
Q2 | $130M | Sell |
1,916,963
-1,308,527
| -41% | -$76.1M | 0.03% | 784 |
|
|
2025
Q1 | $175M | Sell |
3,225,490
-268,383
| -8% | -$20M | 0.04% | 584 |
|
|
2024
Q4 | $297M | Buy |
3,493,873
+1,412,569
| +68% | +$116M | 0.07% | 331 |
|
|
2024
Q3 | $140M | Buy |
2,081,304
+16,048
| +0.8% | +$1.04M | 0.04% | 570 |
|
|
2024
Q2 | $133M | Buy |
2,065,256
+183,424
| +10% | +$12.8M | 0.04% | 506 |
|
|
2024
Q1 | $159M | Buy |
1,881,832
+1,056,357
| +128% | +$76.4M | 0.05% | 436 |
|
|
2023
Q4 | $63.9M | Sell |
825,475
-350,742
| -30% | -$19.8M | 0.03% | 825 |
|
|
2023
Q3 | $52.1M | Buy |
1,176,217
+385,123
| +49% | +$23.8M | 0.02% | 828 |
|
|
2023
Q2 | $52.7M | Sell |
791,094
-351,354
| -31% | -$22M | 0.02% | 801 |
|
|
2023
Q1 | $78.4M | Sell |
1,142,448
-353,363
| -24% | -$26.4M | 0.04% | 559 |
|
|
2022
Q4 | $94M | Sell |
1,495,811
-1,074,866
| -42% | -$66.3M | 0.05% | 510 |
|
|
2022
Q3 | $141M | Sell |
2,570,677
-269,433
| -9% | -$19.1M | 0.08% | 310 |
|
|
2022
Q2 | $175M | Buy |
2,840,110
+736,510
| +35% | +$67.3M | 0.09% | 287 |
|
|
2022
Q1 | $285M | Buy |
2,103,600
+1,022,506
| +95% | +$124M | 0.12% | 218 |
|
|
2021
Q4 | $175M | Buy |
1,081,094
+439,177
| +68% | +$95.2M | 0.07% | 384 |
|
|
2021
Q3 | $154M | Sell |
641,917
-231,504
| -27% | -$59.5M | 0.06% | 376 |
|
|
2021
Q2 | $213M | Sell |
873,421
-537,624
| -38% | -$125M | 0.09% | 283 |
|
|
2021
Q1 | $320M | Sell |
1,411,045
-32,385
| -2% | -$7.58M | 0.14% | 196 |
|
|
2020
Q4 | $314M | Buy |
1,443,430
+901,319
| +166% | +$176M | 0.15% | 211 |
|
|
2020
Q3 | $88.1M | Sell |
542,111
-765,284
| -59% | -$108M | 0.04% | 442 |
|
|
2020
Q2 | $137M | Sell |
1,307,395
-538,868
| -29% | -$41.3M | 0.07% | 304 |
|
|
2020
Q1 | $96.7M | Buy |
1,846,263
+342,535
| +23% | +$23.4M | 0.06% | 357 |
|
|
2019
Q4 | $94.1M | Buy |
1,503,728
+593,142
| +65% | +$37.9M | 0.04% | 468 |
|
|
2019
Q3 | $56.4M | Sell |
910,586
-221,449
| -20% | -$15M | 0.03% | 626 |
|
|
2019
Q2 | $82.1M | Buy |
1,132,035
+330,280
| +41% | +$23.1M | 0.04% | 461 |
|
|
2019
Q1 | $60.1M | Buy |
801,755
+354,170
| +79% | +$25.7M | 0.03% | 556 |
|
|
2018
Q4 | $25.1M | Sell |
447,585
-118,525
| -21% | -$8.37M | 0.01% | 937 |
|
|
2018
Q3 | $56M | Buy |
566,110
+174,178
| +44% | +$13.4M | 0.03% | 620 |
|
|
2018
Q2 | $24.2M | Sell |
391,932
-413,562
| -51% | -$22.7M | 0.01% | 1053 |
|
|
2018
Q1 | $39.6M | Buy |
805,494
+276,747
| +52% | +$12.7M | 0.02% | 746 |
|
|
2017
Q4 | $18.3M | Sell |
528,747
-311,240
| -37% | -$11.4M | 0.01% | 1254 |
|
|
2017
Q3 | $24.2M | Buy |
839,987
+564,252
| +205% | +$14.8M | 0.01% | 993 |
|
|
2017
Q2 | $6.47M | Buy |
275,735
+124,812
| +83% | +$2.58M | ﹤0.01% | 1903 |
|
|
2017
Q1 | $2.61M | Sell |
150,923
-11,372
| -7% | -$178K | ﹤0.01% | 2690 |
|
|
2016
Q4 | $2.21M | Buy |
162,295
+111,537
| +220% | +$1.39M | ﹤0.01% | 2833 |
|
|
2016
Q3 | $592K | Buy |
50,758
+45,516
| +868% | +$497K | ﹤0.01% | 3799 |
|
|
2016
Q2 | $47K | Sell |
5,242
-3,883
| -43% | -$43.9K | ﹤0.01% | 5572 |
|
|
2016
Q1 | $139K | Sell |
9,125
-6,583
| -42% | -$71.3K | ﹤0.01% | 4740 |
|
|
2015
Q4 | $205K | Buy |
+15,708
| New | +$194K | ﹤0.01% | 4648 |
|
Other funds holding XYZ
VCM
VPM
