Bell Investment Advisors’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
Q2 | $6.33K | Hold |
|
|||||
|
2025
Q1 | $5.73K | Hold |
|
|||||
|
2024
Q4 | $5.67K | Hold |
|
|||||
|
2024
Q3 | $5.78K | Hold |
|
|||||
|
2024
Q2 | $5.52K | Hold |
|
|||||
|
2024
Q1 | $5.75K | Sell |
|
|||||
|
2023
Q4 | $5.81K | Sell |
|
|||||
|
2023
Q3 | $5.25K | Buy |
|
|||||
|
2023
Q2 | $2.88K | Sell |
|
|||||
|
2023
Q1 | $5.1K | Sell |
|
|||||
|
2022
Q4 | $7.34K | Sell |
|
|||||
|
2022
Q3 | $6K | Buy |
|
|||||
|
2022
Q2 | $6K | Buy |
|
|||||
|
2021
Q4 | $3K | Buy |
|
|||||
|
2021
Q3 | $2K | Buy |
|