Cyndeo Wealth Partners’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 | – | Sell |
-8,527
| Closed | -$261K | – | 492 |
|
|
2025
Q1 | $261K | Buy |
8,527
+1,181
| +16% | +$36.2K | 0.02% | 394 |
|
|
2024
Q4 | $223K | Hold |
7,346
| – | – | 0.02% | 416 |
|
|
2024
Q3 | $227K | Buy |
7,346
+454
| +7% | +$14K | 0.02% | 420 |
|
|
2024
Q2 | $204K | Buy |
6,892
+1
| +0% | +$30 | 0.02% | 383 |
|
|
2024
Q1 | $212K | Sell |
6,891
-260
| -4% | -$7.99K | 0.02% | 371 |
|
|
2023
Q4 | $221K | Sell |
7,151
-1,239
| -15% | -$38.3K | 0.02% | 347 |
|
|
2023
Q3 | $207K | Buy |
+8,390
| New | +$207K | 0.02% | 325 |
|