Glass Jacobson Investment 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 | – | Sell |
-315
| Closed | -$9.55K | – | 839 |
|
|
2025
Q1 | $9.55K | Hold |
315
| – | – | ﹤0.01% | 600 |
|
|
2024
Q4 | $9.55K | Hold |
315
| – | – | ﹤0.01% | 600 |
|
|
2024
Q3 | $9.74K | Hold |
315
| – | – | ﹤0.01% | 570 |
|
|
2024
Q2 | $9.31K | Hold |
315
| – | – | ﹤0.01% | 558 |
|
|
2024
Q1 | $9.68K | Hold |
315
| – | – | ﹤0.01% | 560 |
|
|
2023
Q4 | $9.73K | Sell |
315
-123
| -28% | -$3.8K | ﹤0.01% | 524 |
|
|
2023
Q3 | $10.8K | Hold |
438
| – | – | ﹤0.01% | 494 |
|
|
2023
Q2 | $8.88K | Buy |
+438
| New | +$8.88K | ﹤0.01% | 516 |
|
|
2022
Q4 | $8.89K | Buy |
+476
| New | +$8.89K | ﹤0.01% | 529 |
|