UBS O'Connor’s Cardlytics CDLX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
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|
2024
Q4 | $1.67M | Hold |
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|
2024
Q3 | $1.44M | Sell |
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|
2024
Q2 | $6.11M | Buy |
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|
2024
Q1 | $6.16M | Buy |
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|
2023
Q4 | $1.84M | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $5.46M | Sell |
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|
2021
Q2 | $8.88M | Hold |
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|
2021
Q1 | $7.68M | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $2.12M | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $629K | Sell |
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|
2019
Q3 | $6.03M | Sell |
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|
2019
Q2 | $8.95M | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $1.62M | Buy |
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