GeoWealth Management’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 | $181K | Sell |
5,338
-2,768
| -34% | -$93.6K | 0.01% | 692 |
|
|
2025
Q1 | $248K | Sell |
8,106
-518
| -6% | -$15.9K | 0.01% | 598 |
|
|
2024
Q4 | $261K | Buy |
8,624
+3,683
| +75% | +$112K | 0.01% | 666 |
|
|
2024
Q3 | $153K | Sell |
4,941
-1,160
| -19% | -$35.9K | 0.01% | 788 |
|
|
2024
Q2 | $180K | Sell |
6,101
-177
| -3% | -$5.23K | 0.01% | 709 |
|
|
2024
Q1 | $193K | Sell |
6,278
-1,115
| -15% | -$34.3K | 0.01% | 694 |
|
|
2023
Q4 | $229K | Buy |
+7,393
| New | +$229K | 0.02% | 475 |
|