CVA Family Office’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 | $4.67K | Hold |
138
| – | – | ﹤0.01% | 899 |
|
|
2025
Q1 | $4.23K | Hold |
138
| – | – | ﹤0.01% | 918 |
|
|
2024
Q4 | $4.18K | Hold |
138
| – | – | ﹤0.01% | 899 |
|
|
2024
Q3 | $4.27K | Hold |
138
| – | – | ﹤0.01% | 870 |
|
|
2024
Q2 | $4.08K | Hold |
138
| – | – | ﹤0.01% | 855 |
|
|
2024
Q1 | $4.24K | Hold |
138
| – | – | ﹤0.01% | 852 |
|
|
2023
Q4 | $4.26K | Buy |
+138
| New | +$4.26K | ﹤0.01% | 832 |
|
|
2023
Q3 | – | Sell |
-51
| Closed | -$1.03K | – | 896 |
|
|
2023
Q2 | $1.03K | Buy |
+51
| New | +$1.03K | ﹤0.01% | 942 |
|
|
2023
Q1 | – | Sell |
-12,000
| Closed | -$224K | – | 1010 |
|
|
2022
Q4 | $224K | Buy |
+12,000
| New | +$224K | 0.05% | 196 |
|