Granite Group 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
$218K Buy
+6,437
New +$218K 0.13% 73
2024
Q2
Sell
-6,543
Closed -$201K 97
2024
Q1
$201K Hold
6,543
0.14% 91
2023
Q4
$203K Buy
+6,543
New +$203K 0.14% 89