Bell Investment 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 | $6.33K | Hold |
187
| – | – | ﹤0.01% | 878 |
|
|
2025
Q1 | $5.73K | Hold |
187
| – | – | ﹤0.01% | 849 |
|
|
2024
Q4 | $5.67K | Hold |
187
| – | – | ﹤0.01% | 871 |
|
|
2024
Q3 | $5.78K | Hold |
187
| – | – | ﹤0.01% | 859 |
|
|
2024
Q2 | $5.52K | Hold |
187
| – | – | ﹤0.01% | 873 |
|
|
2024
Q1 | $5.75K | Sell |
187
-1
| -0.5% | -$31 | ﹤0.01% | 845 |
|
|
2023
Q4 | $5.81K | Sell |
188
-25
| -12% | -$773 | ﹤0.01% | 798 |
|
|
2023
Q3 | $5.25K | Buy |
213
+71
| +50% | +$1.75K | ﹤0.01% | 781 |
|
|
2023
Q2 | $2.88K | Sell |
142
-97
| -41% | -$1.97K | ﹤0.01% | 1113 |
|
|
2023
Q1 | $5.1K | Sell |
239
-154
| -39% | -$3.29K | ﹤0.01% | 783 |
|
|
2022
Q4 | $7.34K | Sell |
393
-12
| -3% | -$224 | ﹤0.01% | 621 |
|
|
2022
Q3 | $6K | Buy |
405
+15
| +4% | +$222 | ﹤0.01% | 623 |
|
|
2022
Q2 | $6K | Buy |
+390
| New | +$6K | ﹤0.01% | 655 |
|
|
2021
Q4 | $3K | Buy |
147
+29
| +25% | +$592 | ﹤0.01% | 1044 |
|
|
2021
Q3 | $2K | Buy |
+118
| New | +$2K | ﹤0.01% | 1170 |
|