Creative Financial Designs’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 | $118K | Buy |
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|
2025
Q2 | $94.7K | Sell |
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|
2025
Q1 | $87.7K | Sell |
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|
2024
Q4 | $94.6K | Buy |
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|
2024
Q3 | $81K | Hold |
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|
2024
Q2 | $77.4K | Buy |
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|
2024
Q1 | $80.3K | Hold |
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|
2023
Q4 | $80.8K | Hold |
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|
2023
Q3 | $64.4K | Hold |
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|
2023
Q2 | $53K | Sell |
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|
2023
Q1 | $68.7K | Hold |
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|
2022
Q4 | $60.1K | Hold |
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|
2022
Q3 | $47K | Hold |
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|
2022
Q2 | $52K | Buy |
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|
2022
Q1 | $63K | Buy |
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