Wells Fargo’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 | $27.8M | Buy |
822,982
+83,348
| +11% | +$2.82M | 0.01% | 1087 |
|
|
2025
Q1 | $22.7M | Sell |
739,634
-76,928
| -9% | -$2.36M | 0.01% | 1137 |
|
|
2024
Q4 | $24.8M | Sell |
816,562
-21,318
| -3% | -$646K | 0.01% | 1087 |
|
|
2024
Q3 | $25.9M | Sell |
837,880
-3,603
| -0.4% | -$111K | 0.01% | 1050 |
|
|
2024
Q2 | $24.9M | Buy |
841,483
+7,625
| +0.9% | +$225K | 0.01% | 1040 |
|
|
2024
Q1 | $25.6M | Buy |
833,858
+3,841
| +0.5% | +$118K | 0.01% | 998 |
|
|
2023
Q4 | $25.6M | Sell |
830,017
-25,841
| -3% | -$798K | 0.01% | 945 |
|
|
2023
Q3 | $21.1M | Sell |
855,858
-35,001
| -4% | -$863K | 0.01% | 996 |
|
|
2023
Q2 | $18.1M | Sell |
890,859
-6,617
| -0.7% | -$134K | 0.01% | 1155 |
|
|
2023
Q1 | $19.2M | Sell |
897,476
-287,456
| -24% | -$6.13M | 0.01% | 1112 |
|
|
2022
Q4 | $22.1M | Sell |
1,184,932
-75,252
| -6% | -$1.4M | 0.01% | 1005 |
|
|
2022
Q3 | $18.3M | Sell |
1,260,184
-70,102
| -5% | -$1.02M | 0.01% | 1067 |
|
|
2022
Q2 | $21.6M | Sell |
1,330,286
-1,044,815
| -44% | -$16.9M | 0.01% | 1053 |
|
|
2022
Q1 | $46.4M | Sell |
2,375,101
-1,058,050
| -31% | -$20.7M | 0.01% | 800 |
|
|
2021
Q4 | $61.4M | Sell |
3,433,151
-966,396
| -22% | -$17.3M | 0.02% | 673 |
|
|
2021
Q3 | $70.1M | Buy |
4,399,547
+280,058
| +7% | +$4.46M | 0.02% | 836 |
|
|
2021
Q2 | $63.2M | Buy |
4,119,489
+949,963
| +30% | +$14.6M | 0.01% | 906 |
|
|
2021
Q1 | $49.2M | Buy |
3,169,526
+1,255,509
| +66% | +$19.5M | 0.01% | 1033 |
|
|
2020
Q4 | $27M | Buy |
1,914,017
+293,397
| +18% | +$4.15M | 0.01% | 1346 |
|
|
2020
Q3 | $18.1M | Buy |
1,620,620
+51,214
| +3% | +$571K | 0.01% | 1471 |
|
|
2020
Q2 | $18.1M | Sell |
1,569,406
-116,771
| -7% | -$1.35M | 0.01% | 1424 |
|
|
2020
Q1 | $15.6M | Sell |
1,686,177
-1,994,040
| -54% | -$18.5M | 0.01% | 1372 |
|
|
2019
Q4 | $46.3M | Sell |
3,680,217
-5,689,586
| -61% | -$71.6M | 0.01% | 972 |
|
|
2019
Q3 | $106M | Buy |
9,369,803
+74,029
| +0.8% | +$837K | 0.03% | 534 |
|
|
2019
Q2 | $110M | Sell |
9,295,774
-102,861
| -1% | -$1.22M | 0.03% | 539 |
|
|
2019
Q1 | $114M | Buy |
9,398,635
+722,163
| +8% | +$8.75M | 0.03% | 496 |
|
|
2018
Q4 | $107M | Sell |
8,676,472
-2,164,641
| -20% | -$26.8M | 0.04% | 482 |
|
|
2018
Q3 | $171M | Sell |
10,841,113
-329,538
| -3% | -$5.18M | 0.05% | 397 |
|
|
2018
Q2 | $171M | Buy |
11,170,651
+1,844,479
| +20% | +$28.3M | 0.05% | 380 |
|
|
2018
Q1 | $165M | Buy |
9,326,172
+5,140,784
| +123% | +$90.8M | 0.05% | 394 |
|
|
2017
Q4 | $77M | Sell |
4,185,388
-186,802
| -4% | -$3.44M | 0.02% | 691 |
|
|
2017
Q3 | $75M | Buy |
4,372,190
+1,118,473
| +34% | +$19.2M | 0.02% | 674 |
|
|
2017
Q2 | $55.2M | Sell |
3,253,717
-60,238
| -2% | -$1.02M | 0.02% | 816 |
|
|
2017
Q1 | $52.9M | Sell |
3,313,955
-1,420,116
| -30% | -$22.7M | 0.02% | 833 |
|
|
2016
Q4 | $74.2M | Sell |
4,734,071
-285,891
| -6% | -$4.48M | 0.03% | 634 |
|
|
2016
Q3 | $68.4M | Sell |
5,019,962
-180,681
| -3% | -$2.46M | 0.03% | 651 |
|
|
2016
Q2 | $67.4M | Sell |
5,200,643
-445,955
| -8% | -$5.78M | 0.03% | 621 |
|
|
2016
Q1 | $90.5M | Sell |
5,646,598
-1,307,909
| -19% | -$21M | 0.04% | 503 |
|
|
2015
Q4 | $135M | Sell |
6,954,507
-341,128
| -5% | -$6.61M | 0.05% | 379 |
|
|
2015
Q3 | $135M | Sell |
7,295,635
-101,647
| -1% | -$1.88M | 0.06% | 362 |
|
|
2015
Q2 | $157M | Sell |
7,397,282
-945,472
| -11% | -$20M | 0.06% | 352 |
|
|
2015
Q1 | $157M | Sell |
8,342,754
-273,119
| -3% | -$5.13M | 0.06% | 349 |
|
|
2014
Q4 | $147M | Buy |
+8,615,873
| New | +$147M | 0.06% | 357 |
|