Charles Schwab’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 | $17.7M | Buy |
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|
2025
Q2 | $11.2M | Buy |
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|
2025
Q1 | $9.2M | Buy |
|
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|
2024
Q4 | $7.86M | Buy |
|
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|
2024
Q3 | $6.8M | Buy |
|
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|
2024
Q2 | $5.52M | Buy |
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|
2024
Q1 | $4.67M | Buy |
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|
2023
Q4 | $3.53M | Buy |
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|
2023
Q3 | $2.09M | Buy |
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|
2023
Q2 | $887K | Buy |
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|
2023
Q1 | $462K | Buy |
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|
2022
Q4 | $293K | Buy |
|