BRWA
B. Riley Wealth Advisors’s UBS Group UBS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $898K | Buy |
+26,560
| New | +$898K | 0.04% | 365 |
|
|
2024
Q4 | $431K | Sell |
14,214
-1,157
| -8% | -$35.1K | 0.01% | 747 |
|
|
2024
Q3 | $473K | Sell |
15,371
-496
| -3% | -$15.3K | 0.01% | 761 |
|
|
2024
Q2 | $469K | Sell |
15,867
-14,049
| -47% | -$415K | 0.01% | 846 |
|
|
2024
Q1 | $737K | Buy |
29,916
+7,508
| +34% | +$185K | 0.02% | 620 |
|
|
2023
Q4 | $692K | Sell |
22,408
-7,508
| -25% | -$232K | 0.02% | 660 |
|
|
2023
Q3 | $737K | Buy |
29,916
+4,839
| +19% | +$119K | 0.02% | 620 |
|
|
2023
Q2 | $508K | Buy |
25,077
+417
| +2% | +$8.45K | 0.01% | 844 |
|
|
2023
Q1 | $526K | Buy |
24,660
+2,021
| +9% | +$43.1K | 0.01% | 786 |
|
|
2022
Q4 | $423K | Sell |
22,639
-3,580
| -14% | -$66.8K | 0.01% | 857 |
|
|
2022
Q3 | $383K | Buy |
26,219
+1,222
| +5% | +$17.9K | 0.01% | 882 |
|
|
2022
Q2 | $407K | Sell |
24,997
-546
| -2% | -$8.89K | 0.02% | 740 |
|
|
2022
Q1 | $501K | Buy |
25,543
+8,689
| +52% | +$170K | 0.02% | 745 |
|
|
2021
Q4 | $302K | Sell |
16,854
-1,555
| -8% | -$27.9K | 0.01% | 1071 |
|
|
2021
Q3 | $294K | Buy |
18,409
+1,637
| +10% | +$26.1K | 0.01% | 1050 |
|
|
2021
Q2 | $258K | Sell |
16,772
-2,209
| -12% | -$34K | 0.01% | 1112 |
|
|
2021
Q1 | $296K | Sell |
18,981
-6,972
| -27% | -$109K | 0.01% | 1008 |
|
|
2020
Q4 | $367K | Sell |
25,953
-20,932
| -45% | -$296K | 0.02% | 651 |
|
|
2020
Q3 | $531K | Buy |
46,885
+20,314
| +76% | +$230K | 0.03% | 506 |
|
|
2020
Q2 | $307K | Sell |
26,571
-3,550
| -12% | -$41K | 0.02% | 628 |
|
|
2020
Q1 | $280K | Buy |
30,121
+2,032
| +7% | +$18.9K | 0.02% | 565 |
|
|
2019
Q4 | $355K | Sell |
28,089
-177
| -0.6% | -$2.24K | 0.03% | 535 |
|
|
2019
Q3 | $321K | Buy |
28,266
+2,726
| +11% | +$31K | 0.03% | 569 |
|
|
2019
Q2 | $304K | Buy |
25,540
+190
| +0.7% | +$2.26K | 0.03% | 559 |
|
|
2019
Q1 | $308K | Buy |
25,350
+310
| +1% | +$3.77K | 0.04% | 485 |
|
|
2018
Q4 | $311K | Sell |
25,040
-2,735
| -10% | -$34K | 0.04% | 419 |
|
|
2018
Q3 | $437K | Sell |
27,775
-4,324
| -13% | -$68K | 0.05% | 379 |
|
|
2018
Q2 | $494K | Buy |
32,099
+1,142
| +4% | +$17.6K | 0.07% | 328 |
|
|
2018
Q1 | $548K | Sell |
30,957
-31,748
| -51% | -$562K | 0.08% | 285 |
|
|
2017
Q4 | $1.16M | Sell |
62,705
-3,468
| -5% | -$63.9K | 0.16% | 159 |
|
|
2017
Q3 | $1.14M | Sell |
66,173
-9,822
| -13% | -$169K | 0.19% | 130 |
|
|
2017
Q2 | $1.29M | Sell |
75,995
-1,801
| -2% | -$30.6K | 0.23% | 123 |
|
|
2017
Q1 | $1.24M | Sell |
77,796
-2,796
| -3% | -$44.6K | 0.25% | 107 |
|
|
2016
Q4 | $1.27M | Buy |
80,592
+101
| +0.1% | +$1.59K | 0.26% | 101 |
|
|
2016
Q3 | $550K | Buy |
80,491
+5,350
| +7% | +$36.6K | 0.11% | 237 |
|
|
2016
Q2 | $489K | Buy |
+75,141
| New | +$489K | 0.1% | 254 |
|
|
2015
Q4 | – | Sell |
-11,818
| Closed | -$221K | – | 620 |
|
|
2015
Q3 | $221K | Sell |
11,818
-304
| -3% | -$5.69K | 0.05% | 446 |
|
|
2015
Q2 | $259K | Buy |
12,122
+1,627
| +16% | +$34.8K | 0.06% | 378 |
|
|
2015
Q1 | $197K | Sell |
10,495
-11,699
| -53% | -$220K | 0.05% | 466 |
|
|
2014
Q4 | $1.95K | Buy |
+22,194
| New | +$1.95K | 0.04% | 570 |
|