Claro Advisors’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 | – | Sell |
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|
2025
Q1 | $329K | Buy |
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|
2024
Q4 | $308K | Sell |
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|
2024
Q3 | $331K | Sell |
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|
2024
Q2 | $318K | Sell |
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|
2024
Q1 | $359K | Buy |
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|
2023
Q4 | $305K | Buy |
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|
2023
Q3 | $241K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $212K | Sell |
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|
2022
Q4 | $190K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $13K | Buy |
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