Forum Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
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|
2025
Q4 | $2.61M | Sell |
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|
2025
Q3 | $2.31M | Buy |
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|
2025
Q2 | $1.91M | Sell |
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|
2025
Q1 | $2.09M | Hold |
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|
2024
Q4 | $2.06M | Buy |
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|
2024
Q3 | $1.74M | Hold |
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|
2024
Q2 | $1.66M | Hold |
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|
2024
Q1 | $1.73M | Buy |
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|
2023
Q4 | $1.66M | Buy |
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|
2023
Q3 | $1.32M | Hold |
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|
2023
Q2 | $1.09M | Hold |
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|
2023
Q1 | $1.14M | Sell |
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|
2022
Q4 | $1,000K | Buy |
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|
2022
Q3 | $777K | Hold |
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|
2022
Q2 | $868K | Buy |
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|
2022
Q1 | $1.05M | Sell |
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|
2021
Q4 | $957K | Buy |
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