Bruce G. Allen Investments’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 | $89.9K | Sell |
2,659
-93
| -3% | -$3.15K | 0.07% | 169 |
|
|
2025
Q1 | $84.3K | Sell |
2,752
-1,124
| -29% | -$34.4K | 0.07% | 162 |
|
|
2024
Q4 | $118K | Sell |
3,876
-119
| -3% | -$3.61K | 0.1% | 129 |
|
|
2024
Q3 | $123K | Buy |
3,995
+652
| +20% | +$20.2K | 0.1% | 132 |
|
|
2024
Q2 | $98.8K | Sell |
3,343
-722
| -18% | -$21.3K | 0.08% | 148 |
|
|
2024
Q1 | $125K | Sell |
4,065
-110
| -3% | -$3.38K | 0.1% | 128 |
|
|
2023
Q4 | $129K | Buy |
+4,175
| New | +$129K | 0.12% | 111 |
|