Greenwich 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 | $840K | Hold |
24,847
| – | – | 0.04% | 139 |
|
|
2025
Q1 | $761K | Hold |
24,847
| – | – | 0.06% | 134 |
|
|
2024
Q4 | $753K | Hold |
24,847
| – | – | 0.05% | 134 |
|
|
2024
Q3 | $768K | Hold |
24,847
| – | – | 0.05% | 133 |
|
|
2024
Q2 | $734K | Hold |
24,847
| – | – | 0.05% | 127 |
|
|
2024
Q1 | $763K | Hold |
24,847
| – | – | 0.06% | 128 |
|
|
2023
Q4 | $768K | Sell |
24,847
-18,010
| -42% | -$557K | 0.08% | 128 |
|
|
2023
Q3 | $1.06M | Sell |
42,857
-1
| -0% | -$25 | 0.11% | 96 |
|
|
2023
Q2 | $869K | Buy |
+42,858
| New | +$869K | 0.09% | 114 |
|