Alaethes Wealth’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 | $2.54M | Buy |
75,126
+2,305
| +3% | +$78K | 0.76% | 40 |
|
|
2025
Q1 | $2.23M | Buy |
72,821
+1,078
| +2% | +$33K | 0.82% | 40 |
|
|
2024
Q4 | $2.18M | Buy |
71,743
+632
| +0.9% | +$19.2K | 0.78% | 40 |
|
|
2024
Q3 | $2.2M | Sell |
71,111
-4,546
| -6% | -$141K | 0.81% | 34 |
|
|
2024
Q2 | $2.23M | Buy |
75,657
+920
| +1% | +$27.2K | 0.92% | 29 |
|
|
2024
Q1 | $2.3M | Sell |
74,737
-623
| -0.8% | -$19.1K | 1% | 30 |
|
|
2023
Q4 | $2.33M | Sell |
75,360
-377
| -0.5% | -$11.6K | 1.1% | 22 |
|
|
2023
Q3 | $1.87M | Sell |
75,737
-4,025
| -5% | -$99.2K | 1.02% | 26 |
|
|
2023
Q2 | $1.62M | Buy |
79,762
+1,044
| +1% | +$21.2K | 0.89% | 37 |
|
|
2023
Q1 | $1.68M | Buy |
78,718
+4,387
| +6% | +$93.6K | 0.98% | 25 |
|
|
2022
Q4 | $1.39M | Sell |
74,331
-6,782
| -8% | -$127K | 0.95% | 38 |
|
|
2022
Q3 | $1.18M | Buy |
81,113
+4,451
| +6% | +$64.6K | 0.87% | 37 |
|
|
2022
Q2 | $1.24M | Buy |
+76,662
| New | +$1.24M | 0.92% | 33 |
|