Compton Wealth Advisory Group’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 | $297K | Hold |
8,780
| – | – | 0.08% | 76 |
|
|
2025
Q1 | $269K | Sell |
8,780
-13,811
| -61% | -$423K | 0.07% | 76 |
|
|
2024
Q4 | $685K | Hold |
22,591
| – | – | 0.18% | 70 |
|
|
2024
Q3 | $698K | Hold |
22,591
| – | – | 0.18% | 72 |
|
|
2024
Q2 | $667K | Hold |
22,591
| – | – | 0.18% | 69 |
|
|
2024
Q1 | $694K | Buy |
22,591
+10,000
| +79% | +$307K | 0.19% | 67 |
|
|
2023
Q4 | $389K | Hold |
12,591
| – | – | 0.12% | 70 |
|
|
2023
Q3 | $310K | Hold |
12,591
| – | – | 0.11% | 79 |
|
|
2023
Q2 | $255K | Hold |
12,591
| – | – | 0.09% | 81 |
|
|
2023
Q1 | $269K | Sell |
12,591
-523
| -4% | -$11.2K | 0.09% | 81 |
|
|
2022
Q4 | $245K | Hold |
13,114
| – | – | 0.1% | 90 |
|
|
2022
Q3 | $190K | Sell |
13,114
-3,811
| -23% | -$55.2K | 0.08% | 90 |
|
|
2022
Q2 | $275K | Sell |
16,925
-4,969
| -23% | -$80.7K | 0.12% | 89 |
|
|
2022
Q1 | $428K | Buy |
+21,894
| New | +$428K | 0.17% | 87 |
|