Glen Eagle 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 | $181K | Sell |
5,342
-347
| -6% | -$11.7K | 0.03% | 260 |
|
|
2025
Q1 | $174K | Sell |
5,689
-281
| -5% | -$8.61K | 0.03% | 255 |
|
|
2024
Q4 | $181K | Hold |
5,970
| – | – | 0.03% | 249 |
|
|
2024
Q3 | $185K | Hold |
5,970
| – | – | 0.03% | 253 |
|
|
2024
Q2 | $176K | Buy |
5,970
+210
| +4% | +$6.2K | 0.03% | 246 |
|
|
2024
Q1 | $177K | Hold |
5,760
| – | – | 0.03% | 250 |
|
|
2023
Q4 | $178K | Sell |
5,760
-119
| -2% | -$3.68K | 0.04% | 236 |
|
|
2023
Q3 | $145K | Sell |
5,879
-1,833
| -24% | -$45.2K | 0.03% | 252 |
|
|
2023
Q2 | $156K | Buy |
7,712
+7,533
| +4,208% | +$153K | 0.04% | 246 |
|
|
2023
Q1 | $3.82K | Sell |
179
-89
| -33% | -$1.9K | ﹤0.01% | 757 |
|
|
2022
Q4 | $5K | Buy |
268
+89
| +50% | +$1.66K | ﹤0.01% | 711 |
|
|
2022
Q3 | $2.6K | Hold |
179
| – | – | ﹤0.01% | 811 |
|
|
2022
Q2 | $2.9K | Hold |
179
| – | – | ﹤0.01% | 781 |
|
|
2022
Q1 | $3.5K | Hold |
179
| – | – | ﹤0.01% | 749 |
|
|
2021
Q4 | $3.2K | Hold |
179
| – | – | ﹤0.01% | 757 |
|
|
2021
Q3 | $2.85K | Hold |
179
| – | – | ﹤0.01% | 883 |
|
|
2021
Q2 | $2.75K | Hold |
179
| – | – | ﹤0.01% | 885 |
|
|
2021
Q1 | $2.78K | Hold |
179
| – | – | ﹤0.01% | 849 |
|
|
2020
Q4 | $2.53K | Buy |
+179
| New | +$2.53K | ﹤0.01% | 828 |
|