Golden State Wealth Management’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 | $108K | Sell |
3,199
-873
| -21% | -$29.5K | 0.01% | 459 |
|
|
2025
Q1 | $125K | Hold |
4,072
| – | – | 0.02% | 402 |
|
|
2024
Q4 | $123K | Buy |
+4,072
| New | +$123K | 0.02% | 394 |
|
|
2020
Q2 | – | Sell |
-225
| Closed | -$2K | – | 846 |
|
|
2020
Q1 | $2K | Buy |
+225
| New | +$2K | ﹤0.01% | 878 |
|
|
2019
Q4 | – | Sell |
-2,614
| Closed | -$30K | – | 857 |
|
|
2019
Q3 | $30K | Buy |
2,614
+1,139
| +77% | +$13.1K | 0.01% | 543 |
|
|
2019
Q2 | $17K | Sell |
1,475
-224
| -13% | -$2.58K | 0.01% | 651 |
|
|
2019
Q1 | $21K | Buy |
+1,699
| New | +$21K | 0.01% | 620 |
|