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HB Wealth Management’s UBS Group UBS Stock Holding History

HB Wealth Management’s Portfolio UBS Stock Details UBS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$319K Sell
9,447
-3,694
-28% -$125K ﹤0.01% 898
2025
Q1 		$403K Sell
13,141
-89
-0.7% -$2.73K ﹤0.01% 824
2024
Q4 		$401K Buy
13,230
+6,577
+99% +$199K ﹤0.01% 691
2024
Q3 		$206K Buy
+6,653
New +$206K ﹤0.01% 872