Colonial Trust’s UBS Group UBS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-79
Closed -$2.42K 1328
2024
Q4
$2.42K Sell
79
-1
-1% -$31 ﹤0.01% 1196
2024
Q3
$2.48K Hold
80
﹤0.01% 993
2024
Q2
$2.36K Buy
+80
New +$2.36K ﹤0.01% 927