Claro Advisors’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 | – | Sell |
-10,733
| Closed | -$329K | – | 514 |
|
|
2025
Q1 | $329K | Buy |
10,733
+559
| +5% | +$17.1K | 0.04% | 360 |
|
|
2024
Q4 | $308K | Sell |
10,174
-540
| -5% | -$16.4K | 0.04% | 352 |
|
|
2024
Q3 | $331K | Sell |
10,714
-45
| -0.4% | -$1.39K | 0.04% | 348 |
|
|
2024
Q2 | $318K | Sell |
10,759
-923
| -8% | -$27.3K | 0.05% | 310 |
|
|
2024
Q1 | $359K | Buy |
11,682
+1,823
| +18% | +$56K | 0.06% | 286 |
|
|
2023
Q4 | $305K | Buy |
9,859
+91
| +0.9% | +$2.81K | 0.07% | 284 |
|
|
2023
Q3 | $241K | Buy |
+9,768
| New | +$241K | 0.06% | 309 |
|
|
2023
Q2 | – | Sell |
-9,921
| Closed | -$212K | – | 399 |
|
|
2023
Q1 | $212K | Sell |
9,921
-275
| -3% | -$5.87K | 0.06% | 313 |
|
|
2022
Q4 | $190K | Buy |
+10,196
| New | +$190K | 0.06% | 290 |
|
|
2019
Q1 | – | Sell |
-832
| Closed | -$13K | – | 867 |
|
|
2018
Q4 | $13K | Buy |
+832
| New | +$13K | 0.01% | 632 |
|