Addison Advisors’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 | $24K | Buy |
711
+76
| +12% | +$2.57K | 0.01% | 512 |
|
|
2025
Q1 | $19.5K | Buy |
635
+70
| +12% | +$2.14K | 0.01% | 508 |
|
|
2024
Q4 | $17.1K | Buy |
565
+140
| +33% | +$4.25K | ﹤0.01% | 519 |
|
|
2024
Q3 | $13.1K | Sell |
425
-153
| -26% | -$4.73K | ﹤0.01% | 562 |
|
|
2024
Q2 | $17.1K | Buy |
+578
| New | +$17.1K | 0.01% | 501 |
|