Checchi Capital Advisers’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 | $1.02M | Buy |
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|
2025
Q2 | $831K | Sell |
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|
2025
Q1 | $775K | Buy |
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|
2024
Q4 | $712K | Buy |
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|
2024
Q3 | $698K | Buy |
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|
2024
Q2 | $660K | Buy |
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|
2024
Q1 | $685K | Sell |
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|
2023
Q4 | $726K | Buy |
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|
2023
Q3 | $454K | Buy |
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|
2023
Q2 | $342K | Buy |
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|
2023
Q1 | $339K | Sell |
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|
2022
Q4 | $303K | Buy |
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|
2022
Q3 | $219K | Hold |
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|
2022
Q2 | $245K | Buy |
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|
2022
Q1 | $258K | Buy |
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|
2021
Q4 | $232K | Buy |
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|
2021
Q3 | $172K | Buy |
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|
2021
Q2 | $159K | Buy |
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|
2021
Q1 | $157K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $223K | Sell |
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|
2019
Q3 | $218K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $208K | Sell |
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|
2018
Q4 | $241K | Sell |
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|
2018
Q3 | $398K | Buy |
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|
2018
Q2 | $310K | Buy |
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|
2018
Q1 | $332K | Buy |
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|
2017
Q4 | $330K | Buy |
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|
2017
Q3 | $269K | Sell |
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|
2017
Q2 | $450K | Buy |
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|
2017
Q1 | $269K | Sell |
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|
2016
Q4 | $272K | Sell |
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|
2016
Q3 | $293K | Buy |
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|
2016
Q2 | $270K | Buy |
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|
2016
Q1 | $324K | Buy |
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|
2015
Q4 | $347K | Buy |
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|
2015
Q3 | $294K | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $237K | Buy |
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