Global Retirement Partners’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 | $166K | Buy |
+4,896
| New | +$166K | ﹤0.01% | 1189 |
|
|
2024
Q4 | $71.6K | Buy |
2,362
+267
| +13% | +$8.09K | ﹤0.01% | 1440 |
|
|
2024
Q3 | $64.7K | Sell |
2,095
-1,315
| -39% | -$40.6K | ﹤0.01% | 1436 |
|
|
2024
Q2 | $101K | Buy |
3,410
+1,483
| +77% | +$43.8K | ﹤0.01% | 1197 |
|
|
2024
Q1 | $59.2K | Sell |
1,927
-153
| -7% | -$4.7K | ﹤0.01% | 1339 |
|
|
2023
Q4 | $61.3K | Buy |
2,080
+402
| +24% | +$11.8K | ﹤0.01% | 1267 |
|
|
2023
Q3 | $40.2K | Sell |
1,678
-34
| -2% | -$814 | ﹤0.01% | 1367 |
|
|
2023
Q2 | $34.7K | Buy |
1,712
+192
| +13% | +$3.89K | ﹤0.01% | 1437 |
|
|
2023
Q1 | $29.4K | Sell |
1,520
-109
| -7% | -$2.11K | ﹤0.01% | 1477 |
|
|
2022
Q4 | $30.4K | Hold |
1,629
| – | – | ﹤0.01% | 1301 |
|
|
2022
Q3 | $26K | Hold |
1,629
| – | – | ﹤0.01% | 1278 |
|
|
2022
Q2 | $26K | Hold |
1,629
| – | – | ﹤0.01% | 1253 |
|
|
2022
Q1 | $31K | Buy |
+1,629
| New | +$31K | ﹤0.01% | 1184 |
|
|
2021
Q4 | – | Sell |
-206
| Closed | -$3K | – | 1693 |
|
|
2021
Q3 | $3K | Hold |
206
| – | – | ﹤0.01% | 1779 |
|
|
2021
Q2 | $3K | Hold |
206
| – | – | ﹤0.01% | 1693 |
|
|
2021
Q1 | $3K | Hold |
206
| – | – | ﹤0.01% | 1603 |
|
|
2020
Q4 | $3K | Buy |
206
+115
| +126% | +$1.68K | ﹤0.01% | 1554 |
|
|
2020
Q3 | $1K | Buy |
91
+43
| +90% | +$473 | ﹤0.01% | 1591 |
|
|
2020
Q2 | $1K | Hold |
48
| – | – | ﹤0.01% | 1566 |
|
|
2020
Q1 | $0 | Hold |
48
| – | – | ﹤0.01% | 1686 |
|
|
2019
Q4 | $1K | Hold |
48
| – | – | ﹤0.01% | 1569 |
|
|
2019
Q3 | $1K | Sell |
48
-47
| -49% | -$979 | ﹤0.01% | 1555 |
|
|
2019
Q2 | $1K | Buy |
+95
| New | +$1K | ﹤0.01% | 1550 |
|
|
2018
Q1 | – | Sell |
-526
| Closed | -$10K | – | 1541 |
|
|
2017
Q4 | $10K | Buy |
+526
| New | +$10K | ﹤0.01% | 924 |
|