FOA
Five Oceans Advisors’s UBS Group UBS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $297K | Sell |
8,767
-526
| -6% | -$17.8K | 0.13% | 116 |
|
|
2025
Q1 | $285K | Hold |
9,293
| – | – | 0.14% | 105 |
|
|
2024
Q4 | $282K | Buy |
9,293
+468
| +5% | +$14.2K | 0.13% | 106 |
|
|
2024
Q3 | $273K | Buy |
8,825
+102
| +1% | +$3.15K | 0.13% | 135 |
|
|
2024
Q2 | $258K | Sell |
8,723
-48
| -0.5% | -$1.42K | 0.14% | 126 |
|
|
2024
Q1 | $269K | Hold |
8,771
| – | – | 0.14% | 136 |
|
|
2023
Q4 | $271K | Hold |
8,771
| – | – | 0.15% | 119 |
|
|
2023
Q3 | $216K | Buy |
+8,771
| New | +$216K | 0.14% | 128 |
|