Dakota Wealth Management’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 | $425K | Buy |
12,564
+42
| +0.3% | +$1.42K | 0.01% | 545 |
|
|
2025
Q1 | $384K | Sell |
12,522
-687
| -5% | -$21K | 0.01% | 561 |
|
|
2024
Q4 | $400K | Sell |
13,209
-361
| -3% | -$10.9K | 0.01% | 545 |
|
|
2024
Q3 | $419K | Sell |
13,570
-443
| -3% | -$13.7K | 0.01% | 528 |
|
|
2024
Q2 | $414K | Sell |
14,013
-583
| -4% | -$17.2K | 0.01% | 526 |
|
|
2024
Q1 | $448K | Sell |
14,596
-677
| -4% | -$20.8K | 0.01% | 519 |
|
|
2023
Q4 | $472K | Buy |
+15,273
| New | +$472K | 0.02% | 431 |
|