UMB Bank’s UBS Group UBS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $160K | Buy |
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|
2025
Q2 | $121K | Sell |
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|
2025
Q1 | $124K | Buy |
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|
2024
Q4 | $113K | Buy |
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|
2024
Q3 | $108K | Sell |
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|
2024
Q2 | $139K | Buy |
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|
2024
Q1 | $136K | Buy |
|
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|
2023
Q4 | $81.5K | Sell |
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|
2023
Q3 | $70.2K | Buy |
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|
2023
Q2 | $45.8K | Buy |
|
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|
2023
Q1 | $47.8K | Buy |
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|
2022
Q4 | $19K | Hold |
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|
2022
Q3 | $15K | Sell |
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|
2022
Q2 | $40K | Sell |
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|
2022
Q1 | $77K | Hold |
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|
2021
Q4 | $71K | Buy |
|