Atlas Capital 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
Q2 | $910K | Hold |
|
|||||
|
2025
Q1 | $824K | Hold |
|
|||||
|
2024
Q4 | $815K | Sell |
|
|||||
|
2024
Q3 | $937K | Sell |
|
|||||
|
2024
Q2 | $964K | Sell |
|
|||||
|
2024
Q1 | $1.03M | Sell |
|
|||||
|
2023
Q4 | $1.06M | Buy |
|
|||||
|
2023
Q3 | $731K | Buy |
|
|||||
|
2023
Q2 | $565K | Hold |
|
|||||
|
2023
Q1 | $594K | Sell |
|
|||||
|
2022
Q4 | $523K | Sell |
|
|||||
|
2022
Q3 | $734K | Hold |
|
|||||
|
2022
Q2 | $820K | Hold |
|
|||||
|
2022
Q1 | $988K | Buy |
|
|||||
|
2021
Q4 | $883K | Sell |
|
|||||
|
2021
Q3 | $819K | Buy |
|
|||||
|
2021
Q2 | $778K | Hold |
|
|||||
|
2021
Q1 | $788K | Sell |
|
|||||
|
2020
Q4 | $802K | Sell |
|
|||||
|
2020
Q3 | $729K | Buy |
|
|||||
|
2020
Q2 | $98.4K | Buy |
|
|||||
|
2019
Q4 | – | Sell |
|
|||||
|
2019
Q3 | $14K | Hold |
|
|||||
|
2019
Q2 | $14.6K | Hold |
|
|||||
|
2019
Q1 | $14.9K | Buy |
|