Whittier Trust’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 | – | Sell |
|
|||||
|
2025
Q2 | $5.14K | Hold |
|
|||||
|
2025
Q1 | $4.66K | Sell |
|
|||||
|
2024
Q4 | $308K | Hold |
|
|||||
|
2024
Q3 | $314K | Buy |
|
|||||
|
2024
Q2 | $256K | Buy |
|
|||||
|
2024
Q1 | $154K | Hold |
|
|||||
|
2023
Q4 | $154K | Buy |
|
|||||
|
2023
Q3 | $98.6K | Buy |
|
|||||
|
2023
Q2 | $20.3K | Buy |
|
|||||
|
2020
Q3 | – | Sell |
|
|||||
|
2020
Q2 | $11K | Hold |
|
|||||
|
2020
Q1 | $8K | Sell |
|
|||||
|
2019
Q4 | $50K | Hold |
|
|||||
|
2019
Q3 | $45K | Hold |
|
|||||
|
2019
Q2 | $47K | Hold |
|
|||||
|
2019
Q1 | $48K | Sell |
|
|||||
|
2018
Q4 | $52K | Hold |
|
|||||
|
2018
Q3 | $67K | Buy |
|
|||||
|
2018
Q2 | $52K | Hold |
|
|||||
|
2018
Q1 | $60K | Hold |
|
|||||
|
2017
Q4 | $62K | Buy |
|
|||||
|
2017
Q3 | $53K | Hold |
|
|||||
|
2017
Q2 | $53K | Sell |
|
|||||
|
2017
Q1 | $54K | Buy |
|
|||||
|
2016
Q4 | $49K | Hold |
|
|||||
|
2016
Q3 | $42K | Hold |
|
|||||
|
2016
Q2 | $40K | Hold |
|
|||||
|
2016
Q1 | $50K | Hold |
|
|||||
|
2015
Q4 | $60K | Hold |
|
|||||
|
2015
Q3 | $58K | Hold |
|
|||||
|
2015
Q2 | $66K | Hold |
|
|||||
|
2015
Q1 | $59K | Buy |
|
|||||
|
2014
Q4 | $1K | Buy |
|