Abound Wealth 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 | $947 | Hold |
28
| – | – | ﹤0.01% | 810 |
|
|
2025
Q1 | $858 | Sell |
28
-19
| -40% | -$582 | ﹤0.01% | 770 |
|
|
2024
Q4 | $1.43K | Buy |
47
+4
| +9% | +$121 | ﹤0.01% | 704 |
|
|
2024
Q3 | $1.33K | Buy |
43
+23
| +115% | +$711 | ﹤0.01% | 750 |
|
|
2024
Q2 | $591 | Sell |
20
-51
| -72% | -$1.51K | ﹤0.01% | 785 |
|
|
2024
Q1 | $2.18K | Sell |
71
-6
| -8% | -$184 | ﹤0.01% | 669 |
|
|
2023
Q4 | $2.38K | Sell |
77
-3
| -4% | -$93 | ﹤0.01% | 634 |
|
|
2023
Q3 | $1.97K | Hold |
80
| – | – | ﹤0.01% | 618 |
|
|
2023
Q2 | $1.62K | Buy |
+80
| New | +$1.62K | ﹤0.01% | 670 |
|