FDx 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 | $445K | Sell |
13,157
-222
| -2% | -$7.51K | 0.14% | 100 |
|
|
2025
Q1 | $410K | Sell |
13,379
-442
| -3% | -$13.5K | 0.13% | 103 |
|
|
2024
Q4 | $419K | Sell |
13,821
-799
| -5% | -$24.2K | 0.12% | 110 |
|
|
2024
Q3 | $452K | Sell |
14,620
-837
| -5% | -$25.9K | 0.12% | 112 |
|
|
2024
Q2 | $457K | Sell |
15,457
-724
| -4% | -$21.4K | 0.13% | 105 |
|
|
2024
Q1 | $497K | Sell |
16,181
-418
| -3% | -$12.8K | 0.08% | 205 |
|
|
2023
Q4 | $513K | Buy |
+16,599
| New | +$513K | 0.04% | 387 |
|
|
2023
Q2 | – | Sell |
-12,272
| Closed | -$229K | – | 836 |
|
|
2023
Q1 | $229K | Hold |
12,272
| – | – | 0.01% | 668 |
|
|
2022
Q4 | $229K | Sell |
12,272
-2,098
| -15% | -$39.1K | 0.01% | 668 |
|
|
2022
Q3 | $209K | Buy |
14,370
+308
| +2% | +$4.48K | 0.01% | 678 |
|
|
2022
Q2 | $228K | Sell |
14,062
-848
| -6% | -$13.7K | 0.01% | 732 |
|
|
2022
Q1 | $291K | Sell |
14,910
-12,074
| -45% | -$236K | 0.01% | 678 |
|
|
2021
Q4 | $482K | Sell |
26,984
-721
| -3% | -$12.9K | 0.01% | 543 |
|
|
2021
Q3 | $442K | Buy |
27,705
+2,587
| +10% | +$41.3K | 0.01% | 551 |
|
|
2021
Q2 | $385K | Buy |
25,118
+1,383
| +6% | +$21.2K | 0.01% | 585 |
|
|
2021
Q1 | $369K | Buy |
23,735
+4,121
| +21% | +$64.1K | 0.01% | 565 |
|
|
2020
Q4 | $277K | Sell |
19,614
-2,357
| -11% | -$33.3K | 0.01% | 595 |
|
|
2020
Q3 | $245K | Buy |
21,971
+241
| +1% | +$2.69K | 0.01% | 535 |
|
|
2020
Q2 | $251K | Buy |
21,730
+11,666
| +116% | +$135K | 0.01% | 481 |
|
|
2020
Q1 | $93K | Buy |
+10,064
| New | +$93K | 0.01% | 494 |
|
|
2019
Q4 | – | Sell |
-11,529
| Closed | -$130K | – | 654 |
|
|
2019
Q3 | $130K | Sell |
11,529
-5,318
| -32% | -$60K | 0.01% | 615 |
|
|
2019
Q2 | $200K | Sell |
16,847
-3,690
| -18% | -$43.8K | 0.01% | 774 |
|
|
2019
Q1 | $249K | Buy |
20,537
+344
| +2% | +$4.17K | 0.01% | 664 |
|
|
2018
Q4 | $250K | Sell |
20,193
-4,910
| -20% | -$60.8K | 0.02% | 464 |
|
|
2018
Q3 | $395K | Buy |
25,103
+1,420
| +6% | +$22.3K | 0.01% | 601 |
|
|
2018
Q2 | $363K | Sell |
23,683
-22,853
| -49% | -$350K | 0.01% | 651 |
|
|
2018
Q1 | $822K | Buy |
46,536
+27,181
| +140% | +$480K | 0.02% | 574 |
|
|
2017
Q4 | $356K | Sell |
19,355
-61,847
| -76% | -$1.14M | 0.01% | 944 |
|
|
2017
Q3 | $1.39M | Sell |
81,202
-1,649
| -2% | -$28.3K | 0.04% | 425 |
|
|
2017
Q2 | $1.41M | Buy |
82,851
+2,345
| +3% | +$39.8K | 0.04% | 419 |
|
|
2017
Q1 | $1.28M | Sell |
80,506
-5,165
| -6% | -$82.4K | 0.04% | 441 |
|
|
2016
Q4 | $1.34M | Sell |
85,671
-2,336
| -3% | -$36.6K | 0.04% | 429 |
|
|
2016
Q3 | $1.2M | Sell |
88,007
-35,467
| -29% | -$483K | 0.05% | 337 |
|
|
2016
Q2 | $1.6M | Sell |
123,474
-25,774
| -17% | -$334K | 0.07% | 246 |
|
|
2016
Q1 | $2.39M | Buy |
149,248
+24,536
| +20% | +$393K | 0.11% | 164 |
|
|
2015
Q4 | $2.42M | Buy |
124,712
+1,558
| +1% | +$30.2K | 0.11% | 155 |
|
|
2015
Q3 | $2.28M | Sell |
123,154
-38,733
| -24% | -$717K | 0.2% | 96 |
|
|
2015
Q2 | $3.43M | Buy |
161,887
+113,887
| +237% | +$2.41M | 0.17% | 107 |
|
|
2015
Q1 | $900K | Sell |
48,000
-55,892
| -54% | -$1.05M | 0.02% | 644 |
|
|
2014
Q4 | $1.77M | Buy |
+103,892
| New | +$1.77M | 0.11% | 176 |
|