DWM
Diversify Wealth Management’s UBS Group UBS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-41,885
| Closed | -$1.28M | – | 553 |
|
|
2025
Q1 | $1.28M | Buy |
41,885
+4,831
| +13% | +$147K | 0.09% | 211 |
|
|
2024
Q4 | $1.2M | Buy |
37,054
+5,994
| +19% | +$194K | 0.09% | 194 |
|
|
2024
Q3 | $992K | Buy |
31,060
+1,678
| +6% | +$53.6K | 0.1% | 196 |
|
|
2024
Q2 | $822K | Buy |
+29,382
| New | +$822K | 0.1% | 187 |
|