First Horizon 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 | $36.1K | Buy |
1,066
+38
| +4% | +$1.29K | ﹤0.01% | 1174 |
|
|
2025
Q1 | $31.5K | Buy |
1,028
+220
| +27% | +$6.74K | ﹤0.01% | 1139 |
|
|
2024
Q4 | $24.5K | Sell |
808
-82
| -9% | -$2.49K | ﹤0.01% | 1248 |
|
|
2024
Q3 | $27.5K | Sell |
890
-74
| -8% | -$2.29K | ﹤0.01% | 1244 |
|
|
2024
Q2 | $28.5K | Sell |
964
-198
| -17% | -$5.85K | ﹤0.01% | 1150 |
|
|
2024
Q1 | $35.7K | Sell |
1,162
-381
| -25% | -$11.7K | ﹤0.01% | 1111 |
|
|
2023
Q4 | $47.7K | Buy |
1,543
+736
| +91% | +$22.8K | ﹤0.01% | 958 |
|
|
2023
Q3 | $19.9K | Buy |
807
+210
| +35% | +$5.18K | ﹤0.01% | 1256 |
|
|
2023
Q2 | $12.1K | Buy |
597
+7
| +1% | +$142 | ﹤0.01% | 1469 |
|
|
2023
Q1 | $12.6K | Buy |
590
+85
| +17% | +$1.82K | ﹤0.01% | 1464 |
|
|
2022
Q4 | $9.44K | Buy |
505
+179
| +55% | +$3.35K | ﹤0.01% | 1585 |
|
|
2022
Q3 | $4K | Sell |
326
-583
| -64% | -$7.15K | ﹤0.01% | 1842 |
|
|
2022
Q2 | $15K | Buy |
909
+231
| +34% | +$3.81K | ﹤0.01% | 1416 |
|
|
2022
Q1 | $13K | Buy |
678
+527
| +349% | +$10.1K | ﹤0.01% | 1030 |
|
|
2021
Q4 | $2K | Hold |
151
| – | – | ﹤0.01% | 2014 |
|
|
2021
Q3 | $2K | Sell |
151
-670
| -82% | -$8.87K | ﹤0.01% | 2027 |
|
|
2021
Q2 | $13K | Buy |
+821
| New | +$13K | ﹤0.01% | 1270 |
|
|
2019
Q3 | – | Sell |
-764
| Closed | -$9K | – | 1649 |
|
|
2019
Q2 | $9K | Hold |
764
| – | – | ﹤0.01% | 1122 |
|
|
2019
Q1 | $9K | Hold |
764
| – | – | ﹤0.01% | 1104 |
|
|
2018
Q4 | $9K | Hold |
764
| – | – | ﹤0.01% | 1061 |
|
|
2018
Q3 | $12K | Hold |
764
| – | – | ﹤0.01% | 1042 |
|
|
2018
Q2 | $12K | Hold |
764
| – | – | ﹤0.01% | 1062 |
|
|
2018
Q1 | $13K | Hold |
764
| – | – | ﹤0.01% | 923 |
|
|
2017
Q4 | $14K | Hold |
764
| – | – | ﹤0.01% | 930 |
|
|
2017
Q3 | $13K | Sell |
764
-791
| -51% | -$13.5K | ﹤0.01% | 918 |
|
|
2017
Q2 | $26K | Buy |
1,555
+54
| +4% | +$903 | ﹤0.01% | 684 |
|
|
2017
Q1 | $24K | Hold |
1,501
| – | – | ﹤0.01% | 752 |
|
|
2016
Q4 | $20K | Hold |
1,501
| – | – | ﹤0.01% | 799 |
|
|
2016
Q3 | $20K | Hold |
1,501
| – | – | ﹤0.01% | 792 |
|
|
2016
Q2 | $19K | Hold |
1,501
| – | – | ﹤0.01% | 784 |
|
|
2016
Q1 | $24K | Buy |
1,501
+224
| +18% | +$3.58K | ﹤0.01% | 752 |
|
|
2015
Q4 | $25K | Buy |
1,277
+37
| +3% | +$724 | ﹤0.01% | 667 |
|
|
2015
Q3 | $23K | Hold |
1,240
| – | – | ﹤0.01% | 758 |
|
|
2015
Q2 | $26K | Hold |
1,240
| – | – | ﹤0.01% | 762 |
|
|
2015
Q1 | $23K | Buy |
1,240
+105
| +9% | +$1.95K | ﹤0.01% | 797 |
|
|
2014
Q4 | $19K | Buy |
+1,135
| New | +$19K | ﹤0.01% | 840 |
|