Avion Wealth’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 | $2K | Hold |
65
| – | – | ﹤0.01% | 861 |
|
|
2025
Q1 | $1K | Hold |
65
| – | – | ﹤0.01% | 939 |
|
|
2024
Q4 | $1K | Hold |
65
| – | – | ﹤0.01% | 937 |
|
|
2024
Q3 | $2K | Hold |
65
| – | – | ﹤0.01% | 723 |
|
|
2024
Q2 | $1K | Hold |
65
| – | – | ﹤0.01% | 828 |
|
|
2024
Q1 | $2K | Hold |
65
| – | – | ﹤0.01% | 785 |
|
|
2023
Q4 | $2K | Hold |
65
| – | – | ﹤0.01% | 630 |
|
|
2023
Q3 | $1K | Hold |
65
| – | – | ﹤0.01% | 743 |
|
|
2023
Q2 | $1K | Hold |
65
| – | – | ﹤0.01% | 657 |
|
|
2023
Q1 | $1K | Buy |
+65
| New | +$1K | ﹤0.01% | 488 |
|