Beacon Pointe Advisors’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 | $251K | Buy |
7,424
+186
| +3% | +$6.29K | ﹤0.01% | 1098 |
|
|
2025
Q1 | $222K | Buy |
7,238
+232
| +3% | +$7.11K | ﹤0.01% | 1102 |
|
|
2024
Q4 | $212K | Buy |
+7,006
| New | +$212K | ﹤0.01% | 1117 |
|
|
2024
Q2 | – | Sell |
-9,281
| Closed | -$285K | – | 1350 |
|
|
2024
Q1 | $285K | Buy |
9,281
+1,468
| +19% | +$45.1K | ﹤0.01% | 1117 |
|
|
2023
Q4 | $241K | Sell |
7,813
-1,563
| -17% | -$48.3K | ﹤0.01% | 1129 |
|
|
2023
Q3 | $231K | Buy |
+9,376
| New | +$231K | ﹤0.01% | 1163 |
|
|
2022
Q2 | – | Sell |
-10,958
| Closed | -$214K | – | 1212 |
|
|
2022
Q1 | $214K | Buy |
+10,958
| New | +$214K | ﹤0.01% | 1099 |
|