Empower Advisory Group’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 | $271K | Buy |
8,019
+710
| +10% | +$24K | ﹤0.01% | 427 |
|
|
2025
Q1 | $224K | Buy |
7,309
+456
| +7% | +$14K | ﹤0.01% | 461 |
|
|
2024
Q4 | $208K | Sell |
6,853
-300
| -4% | -$9.1K | ﹤0.01% | 481 |
|
|
2024
Q3 | $221K | Buy |
7,153
+303
| +4% | +$9.37K | ﹤0.01% | 466 |
|
|
2024
Q2 | $202K | Hold |
6,850
| – | – | ﹤0.01% | 480 |
|
|
2024
Q1 | $210K | Buy |
6,850
+115
| +2% | +$3.53K | ﹤0.01% | 480 |
|
|
2023
Q4 | $208K | Buy |
+6,735
| New | +$208K | ﹤0.01% | 455 |
|