Avantax Advisory Services’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 | $1.94M | Buy |
57,244
+8,063
| +16% | +$273K | 0.01% | 818 |
|
|
2025
Q1 | $1.51M | Buy |
49,181
+1,778
| +4% | +$54.5K | 0.01% | 894 |
|
|
2024
Q4 | $1.44M | Buy |
47,403
+16,723
| +55% | +$507K | 0.01% | 880 |
|
|
2024
Q3 | $948K | Sell |
30,680
-305
| -1% | -$9.43K | 0.01% | 1058 |
|
|
2024
Q2 | $915K | Buy |
+30,985
| New | +$915K | 0.01% | 1026 |
|
|
2021
Q3 | – | Sell |
-26,863
| Closed | -$413K | – | 1229 |
|
|
2021
Q2 | $413K | Buy |
+26,863
| New | +$413K | 0.01% | 772 |
|