UBS Group’s Clear Secure YOU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $38.5M | Buy |
1,387,471
+230,650
| +20% | +$6.4M | 0.01% | 1387 |
|
|
2025
Q1 | $30M | Buy |
1,156,821
+98,724
| +9% | +$2.56M | 0.01% | 1517 |
|
|
2024
Q4 | $28.2M | Buy |
1,058,097
+960,766
| +987% | +$25.6M | 0.01% | 1498 |
|
|
2024
Q3 | $3.23M | Buy |
97,331
+25,864
| +36% | +$857K | ﹤0.01% | 2644 |
|
|
2024
Q2 | $1.34M | Sell |
71,467
-136,890
| -66% | -$2.56M | ﹤0.01% | 3157 |
|
|
2024
Q1 | $4.43M | Buy |
208,357
+89,071
| +75% | +$1.89M | ﹤0.01% | 2298 |
|
|
2023
Q4 | $2.46M | Buy |
119,286
+61,668
| +107% | +$1.27M | ﹤0.01% | 2646 |
|
|
2023
Q3 | $1.1M | Buy |
57,618
+3,211
| +6% | +$61.1K | ﹤0.01% | 3003 |
|
|
2023
Q2 | $1.26M | Buy |
54,407
+47,202
| +655% | +$1.09M | ﹤0.01% | 3097 |
|
|
2023
Q1 | $189K | Buy |
7,205
+3,954
| +122% | +$103K | ﹤0.01% | 4379 |
|
|
2022
Q4 | $89.2K | Sell |
3,251
-813
| -20% | -$22.3K | ﹤0.01% | 5084 |
|
|
2022
Q3 | $93K | Sell |
4,064
-1,152
| -22% | -$26.4K | ﹤0.01% | 4716 |
|
|
2022
Q2 | $104K | Sell |
5,216
-29,572
| -85% | -$590K | ﹤0.01% | 4415 |
|
|
2022
Q1 | $936K | Sell |
34,788
-3,314
| -9% | -$89.2K | ﹤0.01% | 3292 |
|
|
2021
Q4 | $1.2M | Buy |
38,102
+28,447
| +295% | +$893K | ﹤0.01% | 3305 |
|
|
2021
Q3 | $396K | Buy |
+9,655
| New | +$396K | ﹤0.01% | 3865 |
|