Value Partners Investments’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
$9.84M Sell
2025
Q2
$8.79M Sell
2025
Q1
$8M Buy
2024
Q4
Sell
2024
Q3
$19M Buy
2024
Q2
$7.7M Hold
2024
Q1
$8M Sell
2023
Q4
$8.1M Sell
2023
Q3
$7.47M Sell
2023
Q2
$6.15M Buy
2023
Q1
$4.34M Sell
2022
Q4
$6.04M Sell
2022
Q3
$4.75M Sell
2022
Q2
$5.31M Sell
2022
Q1
$6.4M Sell
2021
Q4
$6.64M Buy
2021
Q3
$5.83M Buy
2021
Q2
$5.63M Buy
2021
Q1
$5.13M Sell
2020
Q4
$5.76M Sell
2020
Q3
$4.57M Buy
2020
Q2
$2.42M Buy