Atria Investments’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 | $1.6M | Buy |
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|
2025
Q2 | $1.29M | Sell |
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|
2025
Q1 | $1.73M | Buy |
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|
2024
Q4 | $1.45M | Sell |
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|
2024
Q3 | $1.84M | Sell |
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|
2024
Q2 | $2.05M | Buy |
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|
2024
Q1 | $2.01M | Sell |
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|
2023
Q4 | $2.27M | Buy |
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|
2023
Q3 | $1.75M | Buy |
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|
2023
Q2 | $1.37M | Buy |
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|
2023
Q1 | $1.28M | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $223K | Buy |
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|
2015
Q3 | $230K | Sell |
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|
2015
Q2 | $279K | Buy |
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|
2015
Q1 | $191K | Buy |
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