CIBC Private Wealth Group’s UBS Group UBS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $88.1K | Sell |
2,605
-64
| -2% | -$2.16K | ﹤0.01% | 1446 |
|
|
2025
Q1 | $69.7K | Buy |
2,669
+527
| +25% | +$13.8K | ﹤0.01% | 1504 |
|
|
2024
Q4 | $69.6K | Hold |
2,142
| – | – | ﹤0.01% | 1558 |
|
|
2024
Q3 | $66.2K | Sell |
2,142
-46
| -2% | -$1.42K | ﹤0.01% | 1668 |
|
|
2024
Q2 | $66.5K | Buy |
2,188
+148
| +7% | +$4.5K | ﹤0.01% | 1561 |
|
|
2024
Q1 | $62.2K | Buy |
+2,040
| New | +$62.2K | ﹤0.01% | 1581 |
|
|
2022
Q3 | – | Sell |
-326
| Closed | -$5K | – | 1187 |
|
|
2022
Q2 | $5K | Hold |
326
| – | – | ﹤0.01% | 1115 |
|
|
2022
Q1 | $6K | Buy |
+326
| New | +$6K | ﹤0.01% | 1182 |
|
|
2018
Q3 | – | Sell |
-1,467
| Closed | -$23K | – | 1677 |
|
|
2018
Q2 | $23K | Hold |
1,467
| – | – | ﹤0.01% | 1369 |
|
|
2018
Q1 | $26K | Hold |
1,467
| – | – | ﹤0.01% | 1321 |
|
|
2017
Q4 | $27K | Buy |
+1,467
| New | +$27K | ﹤0.01% | 1345 |
|