Columbia Asset Management’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 | $267K | Sell |
7,886
-666
| -8% | -$22.5K | 0.05% | 146 |
|
|
2025
Q1 | $262K | Hold |
8,552
| – | – | 0.05% | 149 |
|
|
2024
Q4 | $259K | Hold |
8,552
| – | – | 0.05% | 150 |
|
|
2024
Q3 | $264K | Buy |
8,552
+284
| +3% | +$8.77K | 0.05% | 162 |
|
|
2024
Q2 | $244K | Buy |
+8,268
| New | +$244K | 0.05% | 161 |
|
|
2022
Q4 | – | Sell |
-272
| Closed | -$100K | – | 182 |
|
|
2022
Q3 | $100K | Buy |
+272
| New | +$100K | 0.03% | 169 |
|