Beverly Hills Private Wealth’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 | $1.29M | Sell |
38,192
-4,638
| -11% | -$157K | 0.24% | 109 |
|
|
2025
Q1 | $1.31M | Buy |
42,830
+2,707
| +7% | +$82.9K | 0.26% | 99 |
|
|
2024
Q4 | $1.22M | Buy |
40,123
+4,076
| +11% | +$124K | 0.25% | 104 |
|
|
2024
Q3 | $1.11M | Buy |
36,047
+4,993
| +16% | +$154K | 0.23% | 116 |
|
|
2024
Q2 | $917K | Buy |
31,054
+5,392
| +21% | +$159K | 0.2% | 126 |
|
|
2024
Q1 | $788K | Sell |
25,662
-465
| -2% | -$14.3K | 0.18% | 122 |
|
|
2023
Q4 | $807K | Buy |
26,127
+9,907
| +61% | +$306K | 0.21% | 108 |
|
|
2023
Q3 | $400K | Sell |
16,220
-6,493
| -29% | -$160K | 0.12% | 183 |
|
|
2023
Q2 | $497K | Buy |
22,713
+11,283
| +99% | +$247K | 0.08% | 230 |
|
|
2023
Q1 | $244K | Buy |
+11,430
| New | +$244K | 0.08% | 241 |
|