Y-Intercept (HK)’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 | $2.21M | Buy |
+65,204
| New | +$2.21M | 0.05% | 555 |
|
|
2024
Q2 | – | Sell |
-56,924
| Closed | -$1.75M | – | 1931 |
|
|
2024
Q1 | $1.75M | Sell |
56,924
-21,822
| -28% | -$670K | 0.13% | 199 |
|
|
2023
Q4 | $2.43M | Buy |
+78,746
| New | +$2.43M | 0.23% | 104 |
|
|
2023
Q3 | – | Sell |
-20,517
| Closed | -$416K | – | 1622 |
|
|
2023
Q2 | $416K | Buy |
20,517
+6,226
| +44% | +$126K | 0.04% | 631 |
|
|
2023
Q1 | $305K | Buy |
+14,291
| New | +$305K | 0.04% | 768 |
|
|
2021
Q1 | – | Sell |
-34,739
| Closed | -$488K | – | 811 |
|
|
2020
Q4 | $488K | Buy |
+34,739
| New | +$488K | 0.21% | 159 |
|