Cetera Investment Advisers’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 | $2.22M | Sell |
65,647
-14,443
| -18% | -$488K | ﹤0.01% | 1768 |
|
|
2025
Q1 | $2.45M | Buy |
80,090
+19,541
| +32% | +$599K | ﹤0.01% | 1602 |
|
|
2024
Q4 | $1.84M | Buy |
60,549
+538
| +0.9% | +$16.3K | ﹤0.01% | 1723 |
|
|
2024
Q3 | $1.85M | Sell |
60,011
-1,836
| -3% | -$56.8K | ﹤0.01% | 1675 |
|
|
2024
Q2 | $1.83M | Sell |
61,847
-3,182
| -5% | -$94K | ﹤0.01% | 1639 |
|
|
2024
Q1 | $2M | Buy |
65,029
+43,800
| +206% | +$1.35M | ﹤0.01% | 1543 |
|
|
2023
Q4 | $656K | Buy |
21,229
+1,366
| +7% | +$42.2K | 0.01% | 1341 |
|
|
2023
Q3 | $490K | Sell |
19,863
-2,731
| -12% | -$67.3K | ﹤0.01% | 1429 |
|
|
2023
Q2 | $458K | Sell |
22,594
-7,514
| -25% | -$152K | ﹤0.01% | 1496 |
|
|
2023
Q1 | $643K | Sell |
30,108
-2,730
| -8% | -$58.3K | 0.01% | 1282 |
|
|
2022
Q4 | $613K | Buy |
32,838
+10,607
| +48% | +$198K | 0.01% | 1265 |
|
|
2022
Q3 | $323K | Sell |
22,231
-195
| -0.9% | -$2.83K | 0.01% | 1227 |
|
|
2022
Q2 | $364K | Sell |
22,426
-1,428
| -6% | -$23.2K | 0.01% | 1294 |
|
|
2022
Q1 | $466K | Sell |
23,854
-452
| -2% | -$8.83K | 0.01% | 1205 |
|
|
2021
Q4 | $434K | Buy |
24,306
+3,280
| +16% | +$58.6K | 0.01% | 1269 |
|
|
2021
Q3 | $335K | Buy |
21,026
+2,123
| +11% | +$33.8K | 0.01% | 1366 |
|
|
2021
Q2 | $290K | Buy |
18,903
+7,772
| +70% | +$119K | ﹤0.01% | 1434 |
|
|
2021
Q1 | $173K | Sell |
11,131
-5,584
| -33% | -$86.8K | ﹤0.01% | 1510 |
|
|
2020
Q4 | $236K | Buy |
+16,715
| New | +$236K | ﹤0.01% | 1377 |
|