Vestmark Advisory Solutions’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 | $4.08M | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $777K | Sell |
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|
2023
Q1 | $869K | Buy |
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|
2022
Q4 | $758K | Sell |
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|
2022
Q3 | $613K | Sell |
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|
2022
Q2 | $728K | Sell |
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|
2022
Q1 | $994K | Sell |
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|
2021
Q4 | $1.02M | Buy |
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|
2021
Q3 | $640K | Buy |
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|
2021
Q2 | $608K | Sell |
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|
2021
Q1 | $629K | Buy |
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|
2020
Q4 | $558K | Buy |
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|
2020
Q3 | $371K | Sell |
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|
2020
Q2 | $421K | Buy |
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|
2020
Q1 | $330K | Sell |
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|
2019
Q4 | $468K | Sell |
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|
2019
Q3 | $468K | Sell |
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|
2019
Q2 | $583K | Buy |
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|
2019
Q1 | $449K | Buy |
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