Yousif Capital Management’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 | $1.95M | Buy |
57,675
+3,825
| +7% | +$129K | 0.02% | 747 |
|
|
2025
Q1 | $1.65M | Buy |
53,850
+178
| +0.3% | +$5.45K | 0.02% | 832 |
|
|
2024
Q4 | $1.63M | Hold |
53,672
| – | – | 0.02% | 873 |
|
|
2024
Q3 | $1.66M | Sell |
53,672
-1,981
| -4% | -$61.2K | 0.02% | 882 |
|
|
2024
Q2 | $1.64M | Sell |
55,653
-4,480
| -7% | -$132K | 0.02% | 853 |
|
|
2024
Q1 | $1.85M | Sell |
60,133
-1,220
| -2% | -$37.5K | 0.02% | 846 |
|
|
2023
Q4 | $1.9M | Buy |
61,353
+3,950
| +7% | +$122K | 0.02% | 852 |
|
|
2023
Q3 | $1.41M | Sell |
57,403
-4,110
| -7% | -$101K | 0.02% | 941 |
|
|
2023
Q2 | $1.25M | Buy |
61,513
+2,362
| +4% | +$47.9K | 0.02% | 1037 |
|
|
2023
Q1 | $1.26M | Buy |
59,151
+240
| +0.4% | +$5.12K | 0.02% | 1027 |
|
|
2022
Q4 | $1.1M | Hold |
58,911
| – | – | 0.01% | 1111 |
|
|
2022
Q3 | $855K | Buy |
58,911
+4,730
| +9% | +$68.6K | 0.01% | 1267 |
|
|
2022
Q2 | $879K | Sell |
54,181
-395
| -0.7% | -$6.41K | 0.01% | 1298 |
|
|
2022
Q1 | $1.07M | Hold |
54,576
| – | – | 0.01% | 1325 |
|
|
2021
Q4 | $975K | Buy |
+54,576
| New | +$975K | 0.01% | 1382 |
|