Bogart Wealth LLC’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 | $1.86K | Hold |
55
| – | – | ﹤0.01% | 1122 |
|
|
2025
Q1 | $1.69K | Buy |
55
+7
| +15% | +$214 | ﹤0.01% | 1094 |
|
|
2024
Q4 | $1.46K | Hold |
48
| – | – | ﹤0.01% | 1151 |
|
|
2024
Q3 | $1.48K | Hold |
48
| – | – | ﹤0.01% | 996 |
|
|
2024
Q2 | $1.42K | Hold |
48
| – | – | ﹤0.01% | 977 |
|
|
2024
Q1 | $1.48K | Hold |
48
| – | – | ﹤0.01% | 938 |
|
|
2023
Q4 | $1.48K | Hold |
48
| – | – | ﹤0.01% | 926 |
|
|
2023
Q3 | $1.18K | Hold |
48
| – | – | ﹤0.01% | 945 |
|
|
2023
Q2 | $973 | Buy |
48
+23
| +92% | +$466 | ﹤0.01% | 947 |
|
|
2023
Q1 | $534 | Buy |
+25
| New | +$534 | ﹤0.01% | 1035 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 716 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 566 |
|