EverSource Wealth Advisors’s UBS Group UBS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $377K | Buy |
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|
2025
Q1 | $293K | Sell |
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|
2024
Q4 | $458K | Buy |
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|
2024
Q3 | $196K | Sell |
|
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|
2024
Q2 | $283K | Buy |
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|
2024
Q1 | $230K | Buy |
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|
2023
Q4 | $258K | Buy |
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|
2023
Q3 | $196K | Buy |
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|
2023
Q2 | $150K | Buy |
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|
2023
Q1 | $124K | Sell |
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|
2022
Q4 | $116K | Buy |
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|
2022
Q3 | $45K | Sell |
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|
2022
Q2 | $93K | Buy |
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|
2022
Q1 | $17K | Buy |
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|
2021
Q4 | $14K | Buy |
|