Vident Advisory’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 | $4.12M | Sell |
121,820
-2,573
| -2% | -$86.9K | 0.05% | 321 |
|
2025
Q1 | $3.8M | Buy |
124,393
+11,384
| +10% | +$348K | 0.06% | 292 |
|
2024
Q4 | $3.44M | Sell |
113,009
-4,336
| -4% | -$132K | 0.06% | 289 |
|
2024
Q3 | $3.63M | Buy |
117,345
+63,868
| +119% | +$1.97M | 0.09% | 224 |
|
2024
Q2 | $1.58M | Buy |
53,477
+10,929
| +26% | +$323K | 0.04% | 445 |
|
2024
Q1 | $1.31M | Buy |
42,548
+5,790
| +16% | +$178K | 0.03% | 500 |
|
2023
Q4 | $1.14M | Buy |
36,758
+1,912
| +5% | +$59.1K | 0.03% | 525 |
|
2023
Q3 | $859K | Buy |
+34,846
| New | +$859K | 0.03% | 557 |
|