Cornerstone Planning Group’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
Q3 | $2.93K | Sell |
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|
2025
Q2 | $13.3K | Sell |
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|
2025
Q1 | $14.4K | Buy |
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|
2024
Q4 | $6.69K | Buy |
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|
2024
Q3 | $2.66K | Buy |
|
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|
2024
Q2 | $2.01K | Buy |
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|
2024
Q1 | $490 | Buy |
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|
2023
Q4 | $93 | Hold |
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|
2023
Q3 | $74 | Sell |
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|
2023
Q2 | $2.74K | Buy |
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|
2022
Q4 | $3.05K | Buy |
|