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