United Services Automobile Association’s UBS Group UBS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-110,504
| Closed | -$3.5M | – | 959 |
|
|
2025
Q1 | $3.5M | Hold |
110,504
| – | – | 0.11% | 110 |
|
|
2024
Q4 | $2.77M | Hold |
110,504
| – | – | 0.09% | 130 |
|
|
2024
Q3 | $3.4M | Sell |
110,504
-13,733
| -11% | -$423K | 0.09% | 113 |
|
|
2024
Q2 | $3.66M | Buy |
124,237
+2,141
| +2% | +$63K | 0.09% | 114 |
|
|
2024
Q1 | $3.76M | Hold |
122,096
| – | – | 0.09% | 107 |
|
|
2023
Q4 | $3.79M | Buy |
122,096
+11,849
| +11% | +$368K | 0.08% | 122 |
|
|
2023
Q3 | $2.73M | Buy |
110,247
+15,561
| +16% | +$386K | 0.07% | 136 |
|
|
2023
Q2 | $1.91M | Sell |
94,686
-1,194
| -1% | -$24.1K | 0.05% | 154 |
|
|
2023
Q1 | $2.02M | Sell |
95,880
-59,868
| -38% | -$1.26M | 0.06% | 154 |
|
|
2022
Q4 | $2.9M | Sell |
155,748
-12,734
| -8% | -$237K | 0.07% | 172 |
|
|
2022
Q3 | $2.47M | Buy |
168,482
+9,887
| +6% | +$145K | 0.07% | 175 |
|
|
2022
Q2 | $2.56M | Buy |
+158,595
| New | +$2.56M | 0.07% | 177 |
|