Beacon Capital Management LLC (Tennessee)’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 | $3.86K | Buy |
114
+3
| +3% | +$101 | ﹤0.01% | 805 |
|
|
2025
Q1 | $3.4K | Hold |
111
| – | – | ﹤0.01% | 844 |
|
|
2024
Q4 | $3.37K | Hold |
111
| – | – | ﹤0.01% | 803 |
|
|
2024
Q3 | $3.43K | Hold |
111
| – | – | ﹤0.01% | 895 |
|
|
2024
Q2 | $3.28K | Hold |
111
| – | – | ﹤0.01% | 780 |
|
|
2024
Q1 | $3.41K | Hold |
111
| – | – | ﹤0.01% | 781 |
|
|
2023
Q4 | $2.74K | Hold |
111
| – | – | ﹤0.01% | 755 |
|
|
2023
Q3 | $2.25K | Hold |
111
| – | – | ﹤0.01% | 827 |
|
|
2023
Q2 | $2.25K | Buy |
+111
| New | +$2.25K | ﹤0.01% | 827 |
|