Highline Wealth Partners’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 | $7.61K | Buy |
225
+25
| +13% | +$846 | ﹤0.01% | 375 |
|
|
2025
Q1 | $6.13K | Buy |
200
+49
| +32% | +$1.5K | ﹤0.01% | 382 |
|
|
2024
Q4 | $4.58K | Buy |
151
+13
| +9% | +$394 | ﹤0.01% | 355 |
|
|
2024
Q3 | $4.27K | Buy |
138
+104
| +306% | +$3.22K | ﹤0.01% | 361 |
|
|
2024
Q2 | $1K | Buy |
+34
| New | +$1K | ﹤0.01% | 452 |
|