Arkadios Wealth Advisors’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 | $324K | Sell |
9,576
-360
| -4% | -$12.2K | 0.01% | 1004 |
|
|
2025
Q1 | $304K | Buy |
+9,936
| New | +$304K | 0.01% | 897 |
|
|
2021
Q4 | – | Sell |
-465
| Closed | -$7K | – | 1695 |
|
|
2021
Q3 | $7K | Hold |
465
| – | – | ﹤0.01% | 1536 |
|
|
2021
Q2 | $7K | Buy |
465
+162
| +53% | +$2.44K | ﹤0.01% | 1639 |
|
|
2021
Q1 | $4K | Buy |
+303
| New | +$4K | ﹤0.01% | 1430 |
|
|
2020
Q2 | – | Sell |
-22
| Closed | -$204 | – | 1149 |
|
|
2020
Q1 | $204 | Buy |
+22
| New | +$204 | ﹤0.01% | 1084 |
|