B. Riley Wealth 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 | $898K | Buy |
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|
2024
Q4 | $431K | Sell |
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|
2024
Q3 | $473K | Sell |
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|
2024
Q2 | $469K | Sell |
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|
2024
Q1 | $737K | Buy |
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|
2023
Q4 | $692K | Sell |
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|
2023
Q3 | $737K | Buy |
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|
2023
Q2 | $508K | Buy |
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|
2023
Q1 | $526K | Buy |
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|
2022
Q4 | $423K | Sell |
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|
2022
Q3 | $383K | Buy |
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|
2022
Q2 | $407K | Sell |
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|
2022
Q1 | $501K | Buy |
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|
2021
Q4 | $302K | Sell |
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|
2021
Q3 | $294K | Buy |
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|
2021
Q2 | $258K | Sell |
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|
2021
Q1 | $296K | Sell |
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|
2020
Q4 | $367K | Sell |
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|
2020
Q3 | $531K | Buy |
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|
2020
Q2 | $307K | Sell |
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|
2020
Q1 | $280K | Buy |
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|
2019
Q4 | $355K | Sell |
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|
2019
Q3 | $321K | Buy |
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|
2019
Q2 | $304K | Buy |
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|
2019
Q1 | $308K | Buy |
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|
2018
Q4 | $311K | Sell |
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|
2018
Q3 | $437K | Sell |
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|
2018
Q2 | $494K | Buy |
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|
2018
Q1 | $548K | Sell |
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|
2017
Q4 | $1.16M | Sell |
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|
2017
Q3 | $1.14M | Sell |
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|
2017
Q2 | $1.29M | Sell |
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|
2017
Q1 | $1.24M | Sell |
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|
2016
Q4 | $1.26M | Buy |
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|
2016
Q3 | $550K | Buy |
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|
2016
Q2 | $489K | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $221K | Sell |
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|
2015
Q2 | $259K | Buy |
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|
2015
Q1 | $197K | Sell |
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|
2014
Q4 | $1.95K | Buy |
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