Zurich Cantonal Bank’s Upbound Group UPBD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $392K | Hold |
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|
2025
Q1 | $374K | Buy |
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|
2024
Q4 | $352K | Buy |
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|
2024
Q3 | $341K | Hold |
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|
2024
Q2 | $328K | Buy |
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|
2024
Q1 | $282K | Sell |
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|
2023
Q4 | $392K | Buy |
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|
2023
Q3 | $291K | Buy |
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|
2023
Q2 | $301K | Hold |
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|
2023
Q1 | $237K | Hold |
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|
2022
Q4 | $218K | Buy |
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|
2022
Q3 | $133K | Hold |
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|
2022
Q2 | $148K | Hold |
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|
2022
Q1 | $192K | Hold |
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|
2021
Q4 | $366K | Buy |
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|
2021
Q3 | $277K | Hold |
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|
2021
Q2 | $262K | Sell |
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|
2021
Q1 | $428K | Sell |
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|
2020
Q4 | $319K | Buy |
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|
2020
Q3 | $207K | Buy |
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|
2020
Q2 | $128K | Sell |
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|
2020
Q1 | $125K | Hold |
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|
2019
Q4 | $255K | Hold |
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|
2019
Q3 | $228K | Hold |
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|
2019
Q2 | $235K | Buy |
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|
2019
Q1 | $150K | Buy |
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|
2018
Q4 | $27K | Hold |
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|
2018
Q3 | $24K | Hold |
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|
2018
Q2 | $24K | Hold |
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|
2018
Q1 | $14K | Sell |
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|
2017
Q4 | $18K | Hold |
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|
2017
Q3 | $19K | Buy |
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|
2017
Q2 | $19K | Sell |
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|
2017
Q1 | $15K | Hold |
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|
2016
Q4 | $19K | Hold |
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|
2016
Q3 | $21K | Buy |
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|
2016
Q2 | $14K | Hold |
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|
2016
Q1 | $19K | Hold |
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|
2015
Q4 | $17K | Buy |
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|
2015
Q3 | $13K | Buy |
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|
2015
Q2 | $5K | Hold |
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|
2015
Q1 | $5K | Buy |
|