Focus Partners Wealth’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 | $803K | Buy |
23,757
+9,646
| +68% | +$326K | ﹤0.01% | 1225 |
|
|
2025
Q1 | $432K | Buy |
14,111
+1,141
| +9% | +$35K | ﹤0.01% | 1394 |
|
|
2024
Q4 | $393K | Buy |
12,970
+3,100
| +31% | +$94K | ﹤0.01% | 1414 |
|
|
2024
Q3 | $305K | Sell |
9,870
-2,494
| -20% | -$77.1K | ﹤0.01% | 1303 |
|
|
2024
Q2 | $365K | Buy |
12,364
+52
| +0.4% | +$1.54K | ﹤0.01% | 1019 |
|
|
2024
Q1 | $378K | Sell |
12,312
-1,851
| -13% | -$56.8K | ﹤0.01% | 782 |
|
|
2023
Q4 | $438K | Buy |
+14,163
| New | +$438K | 0.01% | 600 |
|