Advisornet Financial’s UBS Group UBS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.93K | Sell |
|
|||||
|
2025
Q2 | $6.12K | Buy |
|
|||||
|
2025
Q1 | $1.44K | Sell |
|
|||||
|
2024
Q4 | $4.46K | Buy |
|
|||||
|
2024
Q3 | $1.45K | Hold |
|
|||||
|
2024
Q2 | $1.39K | Hold |
|
|||||
|
2024
Q1 | $1.44K | Buy |
|
|||||
|
2023
Q3 | – | Sell |
|
|||||
|
2023
Q2 | $20.1K | Hold |
|
|||||
|
2023
Q1 | $21.2K | Sell |
|
|||||
|
2022
Q4 | $23.6K | Hold |
|
|||||
|
2022
Q3 | $18K | Sell |
|
|||||
|
2022
Q2 | $28K | Sell |
|
|||||
|
2022
Q1 | $67K | Hold |
|
|||||
|
2021
Q4 | $61K | Sell |
|
|||||
|
2021
Q3 | $60K | Hold |
|
|||||
|
2021
Q2 | $58K | Hold |
|
|||||
|
2021
Q1 | $59K | Hold |
|
|||||
|
2020
Q4 | $53K | Sell |
|
|||||
|
2020
Q3 | $84K | Sell |
|
|||||
|
2020
Q2 | $90K | Buy |
|
|||||
|
2020
Q1 | $68K | Buy |
|
|||||
|
2019
Q4 | $91K | Buy |
|
|||||
|
2019
Q3 | $59K | Hold |
|
|||||
|
2019
Q2 | $62K | Buy |
|
|||||
|
2019
Q1 | $16K | Hold |
|
|||||
|
2018
Q4 | $16K | Sell |
|
|||||
|
2018
Q3 | $24K | Sell |
|
|||||
|
2018
Q2 | $26K | Buy |
|
|||||
|
2018
Q1 | $17K | Sell |
|
|||||
|
2017
Q4 | $36K | Buy |
|