Frazier Financial 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 | $6.19K | Hold |
183
| – | – | ﹤0.01% | 427 |
|
|
2025
Q1 | $5.61K | Hold |
183
| – | – | ﹤0.01% | 420 |
|
|
2024
Q4 | $5.6K | Sell |
183
-182
| -50% | -$5.57K | ﹤0.01% | 430 |
|
|
2024
Q3 | $11.3K | Sell |
365
-451
| -55% | -$13.9K | 0.01% | 343 |
|
|
2024
Q2 | $24.1K | Buy |
816
+320
| +65% | +$9.45K | 0.02% | 255 |
|
|
2024
Q1 | $15.2K | Buy |
496
+34
| +7% | +$1.05K | 0.01% | 318 |
|
|
2023
Q4 | $14.3K | Buy |
+462
| New | +$14.3K | 0.01% | 284 |
|