CIBC Private Wealth Group’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
Q2 | $88.1K | Sell |
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|
2025
Q1 | $69.7K | Buy |
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|
2024
Q4 | $69.6K | Hold |
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|
2024
Q3 | $66.2K | Sell |
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|
2024
Q2 | $66.5K | Buy |
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|
2024
Q1 | $62.2K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $5K | Hold |
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|
2022
Q1 | $6K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $23K | Hold |
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|
2018
Q1 | $26K | Hold |
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|
2017
Q4 | $27K | Buy |
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