Aprio Wealth Management’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 | $317K | Sell |
9,378
-3,710
| -28% | -$125K | 0.04% | 276 |
|
|
2025
Q1 | $401K | Buy |
13,088
+1,705
| +15% | +$52.2K | 0.05% | 211 |
|
|
2024
Q4 | $345K | Buy |
11,383
+1,785
| +19% | +$54.1K | 0.05% | 187 |
|
|
2024
Q3 | $297K | Sell |
9,598
-106
| -1% | -$3.28K | 0.05% | 199 |
|
|
2024
Q2 | $287K | Sell |
9,704
-252
| -3% | -$7.44K | 0.05% | 176 |
|
|
2024
Q1 | $306K | Buy |
9,956
+891
| +10% | +$27.4K | 0.06% | 153 |
|
|
2023
Q4 | $280K | Buy |
9,065
+191
| +2% | +$5.9K | 0.06% | 147 |
|
|
2023
Q3 | $219K | Buy |
+8,874
| New | +$219K | 0.06% | 152 |
|