Beacon Capital Management LLC (Tennessee)’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
Sell
2025
Q2
$3.85K Buy
2025
Q1
$3.4K Hold
2024
Q4
$3.37K Hold
2024
Q3
$3.43K Hold
2024
Q2
$3.28K Hold
2024
Q1
$3.41K Hold
2023
Q4
$2.74K Hold
2023
Q3
$2.25K Hold
2023
Q2
$2.25K Buy