EverSource Wealth Advisors’s UBS Group UBS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $377K | Buy |
11,149
+1,594
| +17% | +$53.9K | 0.02% | 559 |
|
|
2025
Q1 | $293K | Sell |
9,555
-5,560
| -37% | -$170K | 0.02% | 536 |
|
|
2024
Q4 | $458K | Buy |
15,115
+8,773
| +138% | +$266K | 0.03% | 394 |
|
|
2024
Q3 | $196K | Sell |
6,342
-3,031
| -32% | -$93.7K | 0.01% | 564 |
|
|
2024
Q2 | $283K | Buy |
9,373
+819
| +10% | +$24.7K | 0.02% | 454 |
|
|
2024
Q1 | $230K | Buy |
8,554
+190
| +2% | +$5.1K | 0.02% | 451 |
|
|
2023
Q4 | $258K | Buy |
8,364
+419
| +5% | +$12.9K | 0.02% | 377 |
|
|
2023
Q3 | $196K | Buy |
7,945
+557
| +8% | +$13.7K | 0.02% | 401 |
|
|
2023
Q2 | $150K | Buy |
7,388
+1,556
| +27% | +$31.5K | 0.02% | 459 |
|
|
2023
Q1 | $124K | Sell |
5,832
-373
| -6% | -$7.96K | 0.02% | 474 |
|
|
2022
Q4 | $116K | Buy |
6,205
+3,104
| +100% | +$58K | 0.02% | 460 |
|
|
2022
Q3 | $45K | Sell |
3,101
-2,596
| -46% | -$37.7K | 0.01% | 660 |
|
|
2022
Q2 | $93K | Buy |
5,697
+4,829
| +556% | +$78.8K | 0.02% | 392 |
|
|
2022
Q1 | $17K | Buy |
868
+88
| +11% | +$1.72K | ﹤0.01% | 772 |
|
|
2021
Q4 | $14K | Buy |
+780
| New | +$14K | ﹤0.01% | 833 |
|