Global Financial Private Client’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
-399
Closed -$12.2K 1508
2025
Q1
$12.2K Hold
399
﹤0.01% 539
2024
Q4
$12.1K Hold
399
﹤0.01% 517
2024
Q3
$12.3K Buy
+399
New +$12.3K ﹤0.01% 513