Glen Eagle Advisors’s UBS Group UBS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $181K | Sell |
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|
2025
Q1 | $174K | Sell |
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|
2024
Q4 | $181K | Hold |
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|
2024
Q3 | $185K | Hold |
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|
2024
Q2 | $176K | Buy |
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|
2024
Q1 | $177K | Hold |
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|
2023
Q4 | $178K | Sell |
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|
2023
Q3 | $145K | Sell |
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|
2023
Q2 | $156K | Buy |
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|
2023
Q1 | $3.82K | Sell |
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|
2022
Q4 | $5K | Buy |
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|
2022
Q3 | $2.6K | Hold |
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|
2022
Q2 | $2.9K | Hold |
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|
2022
Q1 | $3.5K | Hold |
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|
2021
Q4 | $3.2K | Hold |
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|
2021
Q3 | $2.85K | Hold |
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|
2021
Q2 | $2.75K | Hold |
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|
2021
Q1 | $2.78K | Hold |
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|
2020
Q4 | $2.53K | Buy |
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