Allworth 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 | $231K | Sell |
6,827
-1,307
| -16% | -$44.2K | ﹤0.01% | 1114 |
|
|
2025
Q1 | $242K | Buy |
8,134
+2,606
| +47% | +$77.7K | ﹤0.01% | 882 |
|
|
2024
Q4 | $192K | Buy |
5,528
+334
| +6% | +$11.6K | ﹤0.01% | 957 |
|
|
2024
Q3 | $161K | Buy |
5,194
+273
| +6% | +$8.44K | ﹤0.01% | 888 |
|
|
2024
Q2 | $150K | Buy |
4,921
+425
| +9% | +$12.9K | ﹤0.01% | 910 |
|
|
2024
Q1 | $138K | Sell |
4,496
-18
| -0.4% | -$553 | ﹤0.01% | 908 |
|
|
2023
Q4 | $139K | Buy |
4,514
+361
| +9% | +$11.2K | ﹤0.01% | 834 |
|
|
2023
Q3 | $102K | Buy |
4,153
+2,786
| +204% | +$68.7K | ﹤0.01% | 871 |
|
|
2023
Q2 | $27.7K | Sell |
1,367
-447
| -25% | -$9.06K | ﹤0.01% | 1359 |
|
|
2023
Q1 | $38.7K | Buy |
1,814
+1,194
| +193% | +$25.5K | ﹤0.01% | 1167 |
|
|
2022
Q4 | $11.6K | Sell |
620
-239
| -28% | -$4.46K | ﹤0.01% | 1643 |
|
|
2022
Q3 | $12K | Sell |
859
-192
| -18% | -$2.68K | ﹤0.01% | 1578 |
|
|
2022
Q2 | $17K | Buy |
1,051
+641
| +156% | +$10.4K | ﹤0.01% | 1319 |
|
|
2022
Q1 | $8K | Hold |
410
| – | – | ﹤0.01% | 1552 |
|
|
2021
Q4 | $7K | Hold |
410
| – | – | ﹤0.01% | 1503 |
|
|
2021
Q3 | $7K | Hold |
410
| – | – | ﹤0.01% | 1450 |
|
|
2021
Q2 | $6K | Hold |
410
| – | – | ﹤0.01% | 1178 |
|
|
2021
Q1 | $6K | Hold |
410
| – | – | ﹤0.01% | 1107 |
|
|
2020
Q4 | $6K | Hold |
410
| – | – | ﹤0.01% | 960 |
|
|
2020
Q3 | $5K | Hold |
410
| – | – | ﹤0.01% | 859 |
|
|
2020
Q2 | $5K | Hold |
410
| – | – | ﹤0.01% | 877 |
|
|
2020
Q1 | $4K | Hold |
410
| – | – | ﹤0.01% | 942 |
|
|
2019
Q4 | $5K | Hold |
410
| – | – | ﹤0.01% | 775 |
|
|
2019
Q3 | $5K | Hold |
410
| – | – | ﹤0.01% | 690 |
|
|
2019
Q2 | $5K | Hold |
410
| – | – | ﹤0.01% | 686 |
|
|
2019
Q1 | $5K | Hold |
410
| – | – | ﹤0.01% | 692 |
|
|
2018
Q4 | $5K | Hold |
410
| – | – | ﹤0.01% | 622 |
|
|
2018
Q3 | $6K | Hold |
410
| – | – | ﹤0.01% | 645 |
|
|
2018
Q2 | $6K | Hold |
410
| – | – | ﹤0.01% | 610 |
|
|
2018
Q1 | $7K | Hold |
410
| – | – | ﹤0.01% | 545 |
|
|
2017
Q4 | $8K | Hold |
410
| – | – | ﹤0.01% | 510 |
|
|
2017
Q3 | $7K | Buy |
+410
| New | +$7K | ﹤0.01% | 522 |
|