Choreo LLC’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 | $2.18M | Buy |
64,425
+12,737
| +25% | +$431K | 0.03% | 347 |
|
|
2025
Q1 | $1.58M | Sell |
51,688
-6,512
| -11% | -$199K | 0.02% | 404 |
|
|
2024
Q4 | $1.78M | Sell |
58,200
-3,421
| -6% | -$105K | 0.03% | 387 |
|
|
2024
Q3 | $1.9M | Buy |
61,621
+3,172
| +5% | +$97.7K | 0.03% | 362 |
|
|
2024
Q2 | $1.75M | Buy |
+58,449
| New | +$1.75M | 0.03% | 357 |
|