Cornerstone Planning 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 | $13.3K | Sell |
353
-141
| -29% | -$5.29K | ﹤0.01% | 492 |
|
|
2025
Q1 | $14.4K | Buy |
494
+307
| +164% | +$8.93K | ﹤0.01% | 474 |
|
|
2024
Q4 | $6.69K | Buy |
187
+106
| +131% | +$3.79K | ﹤0.01% | 521 |
|
|
2024
Q3 | $2.66K | Buy |
81
+9
| +13% | +$295 | ﹤0.01% | 710 |
|
|
2024
Q2 | $2.01K | Buy |
72
+54
| +300% | +$1.51K | ﹤0.01% | 768 |
|
|
2024
Q1 | $490 | Buy |
18
+15
| +500% | +$408 | ﹤0.01% | 942 |
|
|
2023
Q4 | $93 | Hold |
3
| – | – | ﹤0.01% | 903 |
|
|
2023
Q3 | $74 | Sell |
3
-132
| -98% | -$3.26K | ﹤0.01% | 1120 |
|
|
2023
Q2 | $2.74K | Buy |
+135
| New | +$2.74K | ﹤0.01% | 1081 |
|
|
2022
Q4 | $3.05K | Buy |
+145
| New | +$3.05K | ﹤0.01% | 1070 |
|