Advisornet Financial’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 | $6.12K | Buy |
181
+134
| +285% | +$4.53K | ﹤0.01% | 1597 |
|
|
2025
Q1 | $1.44K | Sell |
47
-100
| -68% | -$3.06K | ﹤0.01% | 1816 |
|
|
2024
Q4 | $4.46K | Buy |
147
+100
| +213% | +$3.03K | ﹤0.01% | 1474 |
|
|
2024
Q3 | $1.45K | Hold |
47
| – | – | ﹤0.01% | 1830 |
|
|
2024
Q2 | $1.39K | Hold |
47
| – | – | ﹤0.01% | 1706 |
|
|
2024
Q1 | $1.44K | Buy |
+47
| New | +$1.44K | ﹤0.01% | 1664 |
|
|
2023
Q3 | – | Sell |
-994
| Closed | -$20.1K | – | 2414 |
|
|
2023
Q2 | $20.1K | Hold |
994
| – | – | ﹤0.01% | 1092 |
|
|
2023
Q1 | $21.2K | Sell |
994
-272
| -21% | -$5.8K | ﹤0.01% | 1058 |
|
|
2022
Q4 | $23.6K | Hold |
1,266
| – | – | ﹤0.01% | 1004 |
|
|
2022
Q3 | $18K | Sell |
1,266
-470
| -27% | -$6.68K | ﹤0.01% | 1139 |
|
|
2022
Q2 | $28K | Sell |
1,736
-1,700
| -49% | -$27.4K | ﹤0.01% | 1020 |
|
|
2022
Q1 | $67K | Hold |
3,436
| – | – | ﹤0.01% | 866 |
|
|
2021
Q4 | $61K | Sell |
3,436
-349
| -9% | -$6.2K | ﹤0.01% | 940 |
|
|
2021
Q3 | $60K | Hold |
3,785
| – | – | ﹤0.01% | 945 |
|
|
2021
Q2 | $58K | Hold |
3,785
| – | – | ﹤0.01% | 935 |
|
|
2021
Q1 | $59K | Hold |
3,785
| – | – | ﹤0.01% | 886 |
|
|
2020
Q4 | $53K | Sell |
3,785
-3,790
| -50% | -$53.1K | ﹤0.01% | 848 |
|
|
2020
Q3 | $84K | Sell |
7,575
-240
| -3% | -$2.66K | 0.01% | 717 |
|
|
2020
Q2 | $90K | Buy |
7,815
+452
| +6% | +$5.21K | 0.01% | 693 |
|
|
2020
Q1 | $68K | Buy |
7,363
+163
| +2% | +$1.51K | 0.01% | 702 |
|
|
2019
Q4 | $91K | Buy |
7,200
+1,945
| +37% | +$24.6K | 0.01% | 709 |
|
|
2019
Q3 | $59K | Hold |
5,255
| – | – | 0.01% | 840 |
|
|
2019
Q2 | $62K | Buy |
5,255
+3,955
| +304% | +$46.7K | 0.01% | 740 |
|
|
2019
Q1 | $16K | Hold |
1,300
| – | – | ﹤0.01% | 1066 |
|
|
2018
Q4 | $16K | Sell |
1,300
-220
| -14% | -$2.71K | ﹤0.01% | 987 |
|
|
2018
Q3 | $24K | Sell |
1,520
-146
| -9% | -$2.31K | ﹤0.01% | 916 |
|
|
2018
Q2 | $26K | Buy |
1,666
+677
| +68% | +$10.6K | ﹤0.01% | 881 |
|
|
2018
Q1 | $17K | Sell |
989
-971
| -50% | -$16.7K | ﹤0.01% | 961 |
|
|
2017
Q4 | $36K | Buy |
+1,960
| New | +$36K | 0.01% | 732 |
|