Cape Investment Advisory’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 | $18.9K | Buy |
559
+153
| +38% | +$5.17K | 0.01% | 521 |
|
|
2025
Q1 | $12.4K | Sell |
406
-118
| -23% | -$3.61K | 0.01% | 564 |
|
|
2024
Q4 | $15.9K | Hold |
524
| – | – | 0.01% | 509 |
|
|
2024
Q3 | $16.2K | Hold |
524
| – | – | 0.01% | 491 |
|
|
2024
Q2 | $15.5K | Hold |
524
| – | – | 0.01% | 459 |
|
|
2024
Q1 | $16.1K | Buy |
+524
| New | +$16.1K | 0.01% | 469 |
|