Envestnet Portfolio Solutions’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 | $540K | Sell |
15,980
-6,404
| -29% | -$217K | ﹤0.01% | 1062 |
|
|
2025
Q1 | $686K | Sell |
22,384
-31,026
| -58% | -$950K | ﹤0.01% | 928 |
|
|
2024
Q4 | $1.62M | Buy |
53,410
+2,009
| +4% | +$60.9K | 0.01% | 743 |
|
|
2024
Q3 | $1.59M | Sell |
51,401
-1,345
| -3% | -$41.6K | 0.01% | 746 |
|
|
2024
Q2 | $1.56M | Sell |
52,746
-11,212
| -18% | -$331K | 0.01% | 716 |
|
|
2024
Q1 | $1.96M | Sell |
63,958
-6,922
| -10% | -$213K | 0.01% | 642 |
|
|
2023
Q4 | $2.19M | Buy |
70,880
+33,348
| +89% | +$1.03M | 0.01% | 569 |
|
|
2023
Q3 | $925K | Buy |
+37,532
| New | +$925K | ﹤0.01% | 767 |
|