Bleakley Financial Group’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 | $626K | Buy |
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|
2025
Q1 | $462K | Buy |
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|
2024
Q4 | $364K | Buy |
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|
2024
Q3 | $370K | Buy |
|
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|
2024
Q2 | $312K | Sell |
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|
2024
Q1 | $360K | Buy |
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|
2023
Q4 | $297K | Sell |
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|
2023
Q3 | $254K | Sell |
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|
2023
Q2 | $273K | Sell |
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|
2023
Q1 | $306K | Buy |
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|
2022
Q4 | $253K | Buy |
|