Arax Advisory Partners’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 | $182K | Buy |
5,370
+522
| +11% | +$17.7K | 0.01% | 682 |
|
|
2025
Q1 | $148K | Buy |
4,848
+482
| +11% | +$14.8K | 0.01% | 605 |
|
|
2024
Q4 | $132K | Buy |
4,366
+121
| +3% | +$3.67K | 0.01% | 594 |
|
|
2024
Q3 | $131K | Sell |
4,245
-30
| -0.7% | -$927 | 0.01% | 439 |
|
|
2024
Q2 | $126K | Sell |
4,275
-120
| -3% | -$3.55K | 0.01% | 428 |
|
|
2024
Q1 | $135K | Buy |
4,395
+73
| +2% | +$2.24K | 0.01% | 344 |
|
|
2023
Q4 | $134K | Buy |
+4,322
| New | +$134K | 0.01% | 337 |
|
|
2021
Q3 | – | Sell |
-196
| Closed | -$3K | – | 1076 |
|
|
2021
Q2 | $3K | Buy |
+196
| New | +$3K | ﹤0.01% | 821 |
|
|
2019
Q3 | – | Sell |
-1,057
| Closed | -$13K | – | 609 |
|
|
2019
Q2 | $13K | Buy |
+1,057
| New | +$13K | ﹤0.01% | 452 |
|
|
2018
Q3 | – | Sell |
-1,576
| Closed | -$24K | – | 731 |
|
|
2018
Q2 | $24K | Buy |
1,576
+1,123
| +248% | +$17.1K | 0.01% | 283 |
|
|
2018
Q1 | $7K | Buy |
453
+224
| +98% | +$3.46K | ﹤0.01% | 353 |
|
|
2017
Q4 | $4K | Hold |
229
| – | – | ﹤0.01% | 397 |
|
|
2017
Q3 | $3K | Buy |
229
+36
| +19% | +$472 | ﹤0.01% | 404 |
|
|
2017
Q2 | $3K | Hold |
193
| – | – | ﹤0.01% | 430 |
|
|
2017
Q1 | $3K | Hold |
193
| – | – | ﹤0.01% | 407 |
|
|
2016
Q4 | $3K | Buy |
+193
| New | +$3K | ﹤0.01% | 438 |
|