Creative Financial Designs’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 | $94.7K | Sell |
2,800
-64
| -2% | -$2.16K | 0.01% | 681 |
|
|
2025
Q1 | $87.7K | Sell |
2,864
-256
| -8% | -$7.84K | 0.01% | 656 |
|
|
2024
Q4 | $94.6K | Buy |
3,120
+500
| +19% | +$15.2K | 0.01% | 618 |
|
|
2024
Q3 | $81K | Hold |
2,620
| – | – | 0.01% | 644 |
|
|
2024
Q2 | $77.4K | Buy |
2,620
+6
| +0.2% | +$177 | 0.01% | 645 |
|
|
2024
Q1 | $80.3K | Hold |
2,614
| – | – | 0.01% | 614 |
|
|
2023
Q4 | $80.8K | Hold |
2,614
| – | – | 0.01% | 583 |
|
|
2023
Q3 | $64.4K | Hold |
2,614
| – | – | 0.01% | 568 |
|
|
2023
Q2 | $53K | Sell |
2,614
-607
| -19% | -$12.3K | 0.01% | 621 |
|
|
2023
Q1 | $68.7K | Hold |
3,221
| – | – | 0.01% | 526 |
|
|
2022
Q4 | $60.1K | Hold |
3,221
| – | – | 0.01% | 539 |
|
|
2022
Q3 | $47K | Hold |
3,221
| – | – | 0.01% | 562 |
|
|
2022
Q2 | $52K | Buy |
3,221
+21
| +0.7% | +$339 | 0.01% | 539 |
|
|
2022
Q1 | $63K | Buy |
+3,200
| New | +$63K | 0.01% | 515 |
|