AWM
Activest Wealth Management’s UBS Group UBS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $67.5K | Hold |
2,000
| – | – | 0.02% | 175 |
|
|
2025
Q1 | $60.7K | Hold |
2,000
| – | – | 0.02% | 178 |
|
|
2024
Q4 | $61.2K | Buy |
2,000
+183
| +10% | +$5.6K | 0.02% | 157 |
|
|
2024
Q3 | $56.1K | Hold |
1,817
| – | – | 0.02% | 161 |
|
|
2024
Q2 | $53.5K | Hold |
1,817
| – | – | 0.02% | 160 |
|
|
2024
Q1 | $56K | Buy |
1,817
+1,706
| +1,537% | +$52.5K | 0.03% | 107 |
|
|
2023
Q4 | $3.43K | Hold |
111
| – | – | ﹤0.01% | 251 |
|
|
2023
Q3 | $2.74K | Sell |
111
-10
| -8% | -$246 | ﹤0.01% | 256 |
|
|
2023
Q2 | $10.7K | Buy |
+121
| New | +$10.7K | 0.01% | 163 |
|