Ascent Group’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 | $627K | Buy |
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|
2025
Q2 | $516K | Buy |
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|
2025
Q1 | $467K | Buy |
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|
2024
Q4 | $322K | Buy |
|
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|
2024
Q3 | $325K | Sell |
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|
2024
Q2 | $312K | Sell |
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|
2024
Q1 | $369K | Sell |
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|
2023
Q4 | $344K | Buy |
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|
2023
Q3 | $301K | Buy |
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|
2023
Q2 | $242K | Sell |
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|
2023
Q1 | $277K | Buy |
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|
2022
Q4 | $235K | Buy |
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|
2022
Q3 | $168K | Buy |
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|
2022
Q2 | $169K | Buy |
|