Vise Technologies’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 | $1.93M | Buy |
+57,103
| New | +$1.93M | 0.08% | 266 |
|
2024
Q4 | $1.64M | Buy |
54,234
+7,690
| +17% | +$233K | 0.14% | 157 |
|
2024
Q3 | $1.44M | Sell |
46,544
-2,346
| -5% | -$72.5K | 0.18% | 114 |
|
2024
Q2 | $1.44M | Buy |
48,890
+8,471
| +21% | +$250K | 0.25% | 89 |
|
2024
Q1 | $1.24M | Buy |
40,419
+2,416
| +6% | +$74.2K | 0.24% | 91 |
|
2023
Q4 | $1.17M | Sell |
38,003
-107
| -0.3% | -$3.31K | 0.25% | 96 |
|
2023
Q3 | $939K | Sell |
38,110
-1,176
| -3% | -$29K | 0.23% | 103 |
|
2023
Q2 | $796K | Buy |
39,286
+7,659
| +24% | +$155K | 0.19% | 118 |
|
2023
Q1 | $675K | Buy |
31,627
+4,409
| +16% | +$94.1K | 0.18% | 127 |
|
2022
Q4 | $508K | Sell |
27,218
-2,518
| -8% | -$47K | 0.16% | 146 |
|
2022
Q3 | $431K | Buy |
29,736
+6,617
| +29% | +$95.9K | 0.16% | 149 |
|
2022
Q2 | $375K | Buy |
23,119
+9,723
| +73% | +$158K | 0.15% | 166 |
|
2022
Q1 | $262K | Buy |
+13,396
| New | +$262K | 0.1% | 193 |
|