DAS
Diversify Advisory Services’s UBS Group UBS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $298K | Sell |
7,546
-6,077
| -45% | -$240K | 0.01% | 683 |
|
|
2025
Q1 | $416K | Buy |
13,623
+1,428
| +12% | +$43.6K | 0.03% | 399 |
|
|
2024
Q4 | $394K | Buy |
12,195
+2,329
| +24% | +$75.3K | 0.02% | 411 |
|
|
2024
Q3 | $321K | Sell |
9,866
-3,566
| -27% | -$116K | 0.02% | 484 |
|
|
2024
Q2 | $407K | Sell |
13,432
-20,539
| -60% | -$622K | 0.02% | 418 |
|
|
2024
Q1 | $1.04M | Buy |
+33,971
| New | +$1.04M | 0.06% | 243 |
|