Altman Advisors’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 | $2.94M | Sell |
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|
2025
Q2 | $2.43M | Buy |
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|
2025
Q1 | $2.11M | Buy |
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|
2024
Q4 | $2.09M | Buy |
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|
2024
Q3 | $2.12M | Buy |
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|
2024
Q2 | $2.01M | Buy |
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|
2024
Q1 | $2.07M | Buy |
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|
2023
Q4 | $2.06M | Sell |
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|
2023
Q3 | $1.69M | Buy |
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|
2023
Q1 | $1.3M | Buy |
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|
2022
Q4 | $1.49M | Sell |
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|
2022
Q3 | $1.14M | Sell |
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|
2022
Q2 | $1.28M | Buy |
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|
2022
Q1 | $1.45M | Buy |
|