Greenwich 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 | – | Sell |
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|
2025
Q4 | $1.15M | Hold |
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|
2025
Q3 | $1.02M | Hold |
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|
2025
Q2 | $840K | Hold |
|
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|
2025
Q1 | $761K | Hold |
|
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|
2024
Q4 | $753K | Hold |
|
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|
2024
Q3 | $768K | Hold |
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|
2024
Q2 | $734K | Hold |
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|
2024
Q1 | $763K | Hold |
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|
2023
Q4 | $768K | Sell |
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|
2023
Q3 | $1.06M | Sell |
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|
2023
Q2 | $869K | Buy |
|