Financial Advocates Investment Management’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 | – | Sell |
-7,582
| Closed | -$232K | – | 752 |
|
|
2025
Q1 | $232K | Sell |
7,582
-19
| -0.2% | -$582 | 0.02% | 631 |
|
|
2024
Q4 | $230K | Sell |
7,601
-1,603
| -17% | -$48.6K | 0.01% | 667 |
|
|
2024
Q3 | $284K | Sell |
9,204
-394
| -4% | -$12.2K | 0.02% | 612 |
|
|
2024
Q2 | $284K | Buy |
9,598
+14
| +0.1% | +$414 | 0.02% | 586 |
|
|
2024
Q1 | $294K | Buy |
9,584
+228
| +2% | +$7K | 0.02% | 597 |
|
|
2023
Q4 | $289K | Buy |
+9,356
| New | +$289K | 0.02% | 567 |
|