Farther Finance Advisors’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 | $464K | Buy |
13,722
+11,069
| +417% | +$374K | 0.01% | 933 |
|
|
2025
Q1 | $80.5K | Buy |
2,653
+423
| +19% | +$12.8K | ﹤0.01% | 1651 |
|
|
2024
Q4 | $67.6K | Buy |
2,230
+482
| +28% | +$14.6K | ﹤0.01% | 1499 |
|
|
2024
Q3 | $54K | Buy |
1,748
+151
| +9% | +$4.67K | ﹤0.01% | 1600 |
|
|
2024
Q2 | $47.8K | Buy |
1,597
+481
| +43% | +$14.4K | ﹤0.01% | 1440 |
|
|
2024
Q1 | $34K | Buy |
1,116
+179
| +19% | +$5.46K | ﹤0.01% | 1318 |
|
|
2023
Q4 | $29K | Buy |
937
+338
| +56% | +$10.4K | ﹤0.01% | 1221 |
|
|
2023
Q3 | $14.8K | Buy |
599
+541
| +933% | +$13.3K | ﹤0.01% | 1169 |
|
|
2023
Q2 | $1.18K | Buy |
58
+2
| +4% | +$41 | ﹤0.01% | 1924 |
|
|
2023
Q1 | $1.2K | Hold |
56
| – | – | ﹤0.01% | 1804 |
|
|
2022
Q4 | $1.05K | Buy |
+56
| New | +$1.05K | ﹤0.01% | 1639 |
|