Drive 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 | $360K | Sell |
10,651
-114
| -1% | -$3.86K | 0.08% | 209 |
|
|
2025
Q1 | $330K | Sell |
10,765
-271
| -2% | -$8.3K | 0.08% | 204 |
|
|
2024
Q4 | $335K | Sell |
11,036
-128
| -1% | -$3.88K | 0.08% | 193 |
|
|
2024
Q3 | $345K | Buy |
11,164
+64
| +0.6% | +$1.98K | 0.09% | 188 |
|
|
2024
Q2 | $328K | Buy |
11,100
+349
| +3% | +$10.3K | 0.09% | 181 |
|
|
2024
Q1 | $330K | Buy |
10,751
+449
| +4% | +$13.8K | 0.09% | 188 |
|
|
2023
Q4 | $318K | Buy |
10,302
+429
| +4% | +$13.3K | 0.1% | 188 |
|
|
2023
Q3 | $243K | Buy |
+9,873
| New | +$243K | 0.09% | 207 |
|