Financial Gravity Asset Management’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
Q4 | $46 | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $4.06K | Buy |
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|
2023
Q4 | $16 | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $5.08K | Sell |
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|
2023
Q1 | $13 | Buy |
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|
2022
Q4 | $8.01K | Buy |
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|
2022
Q3 | $9 | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $1K | Buy |
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|
2019
Q2 | $0 | Sell |
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|
2019
Q1 | $1K | Buy |
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|
2018
Q3 | $0 | Sell |
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|
2018
Q2 | $0 | Sell |
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|
2018
Q1 | $0 | Buy |
|