DecisionPoint Financial’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 |
-136
| Closed | -$4.17K | – | 689 |
|
|
2025
Q1 | $4.17K | Hold |
136
| – | – | ﹤0.01% | 185 |
|
|
2024
Q4 | $4.12K | Hold |
136
| – | – | ﹤0.01% | 195 |
|
|
2024
Q3 | $4.2K | Hold |
136
| – | – | ﹤0.01% | 189 |
|
|
2024
Q2 | $4.11K | Hold |
136
| – | – | ﹤0.01% | 188 |
|
|
2024
Q1 | $3.72K | Hold |
136
| – | – | ﹤0.01% | 205 |
|
|
2023
Q4 | $4.2K | Buy |
+136
| New | +$4.2K | ﹤0.01% | 155 |
|