Golden State Wealth Management’s UBS Group UBS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $123K | Hold |
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|
2025
Q4 | $146K | Sell |
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|
2025
Q3 | $131K | Hold |
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|
2025
Q2 | $108K | Sell |
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|
2025
Q1 | $125K | Hold |
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|
2024
Q4 | $123K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $2K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $30K | Buy |
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|
2019
Q2 | $17K | Sell |
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|
2019
Q1 | $21K | Buy |
|