Bogart Wealth LLC’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
Q3 | $2.25K | Hold |
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|
2025
Q2 | $1.86K | Hold |
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|
2025
Q1 | $1.69K | Buy |
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|
2024
Q4 | $1.46K | Hold |
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|
2024
Q3 | $1.48K | Hold |
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|
2024
Q2 | $1.42K | Hold |
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|
2024
Q1 | $1.48K | Hold |
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|
2023
Q4 | $1.48K | Hold |
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|
2023
Q3 | $1.18K | Hold |
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|
2023
Q2 | $973 | Buy |
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|
2023
Q1 | $534 | Buy |
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|
2021
Q1 | – | Hold |
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|
2020
Q4 | – | Hold |
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