IFP 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 | $175K | Sell |
5,187
-283
| -5% | -$9.57K | 0.01% | 1335 |
|
|
2025
Q1 | $168K | Buy |
5,470
+251
| +5% | +$7.69K | 0.01% | 1258 |
|
|
2024
Q4 | $158K | Buy |
5,219
+138
| +3% | +$4.18K | 0.01% | 1244 |
|
|
2024
Q3 | $157K | Sell |
5,081
-1,507
| -23% | -$46.6K | 0.01% | 1201 |
|
|
2024
Q2 | $195K | Buy |
6,588
+105
| +2% | +$3.1K | 0.01% | 1056 |
|
|
2024
Q1 | $199K | Sell |
6,483
-657
| -9% | -$20.2K | 0.01% | 1002 |
|
|
2023
Q4 | $221K | Buy |
7,140
+2,231
| +45% | +$68.9K | 0.01% | 904 |
|
|
2023
Q3 | $121K | Sell |
4,909
-1,532
| -24% | -$37.8K | 0.01% | 1172 |
|
|
2023
Q2 | $131K | Buy |
6,441
+247
| +4% | +$5.01K | 0.01% | 1200 |
|
|
2023
Q1 | $96.8K | Sell |
6,194
-2,668
| -30% | -$41.7K | ﹤0.01% | 1267 |
|
|
2022
Q4 | $145K | Buy |
8,862
+128
| +1% | +$2.09K | ﹤0.01% | 1531 |
|
|
2022
Q3 | $154K | Sell |
8,734
-387
| -4% | -$6.82K | ﹤0.01% | 1576 |
|
|
2022
Q2 | $159K | Hold |
9,121
| – | – | 0.01% | 1418 |
|
|
2022
Q1 | $159K | Buy |
9,121
+4,489
| +97% | +$78.3K | 0.01% | 1418 |
|
|
2021
Q4 | $83K | Buy |
4,632
+150
| +3% | +$2.69K | ﹤0.01% | 1326 |
|
|
2021
Q3 | $75K | Buy |
4,482
+182
| +4% | +$3.05K | ﹤0.01% | 1381 |
|
|
2021
Q2 | $67K | Sell |
4,300
-37
| -0.9% | -$577 | ﹤0.01% | 1397 |
|
|
2021
Q1 | $69K | Buy |
4,337
+45
| +1% | +$716 | ﹤0.01% | 1323 |
|
|
2020
Q4 | $63K | Buy |
4,292
+132
| +3% | +$1.94K | ﹤0.01% | 1342 |
|
|
2020
Q3 | $45K | Sell |
4,160
-56
| -1% | -$606 | ﹤0.01% | 1326 |
|
|
2020
Q2 | $49K | Buy |
4,216
+2,285
| +118% | +$26.6K | ﹤0.01% | 1226 |
|
|
2020
Q1 | $19K | Buy |
1,931
+1,427
| +283% | +$14K | ﹤0.01% | 1505 |
|
|
2019
Q4 | $6K | Sell |
504
-274
| -35% | -$3.26K | ﹤0.01% | 2123 |
|
|
2019
Q3 | $9K | Buy |
+778
| New | +$9K | ﹤0.01% | 2134 |
|
|
2019
Q1 | $28K | Sell |
2,225
-1,754
| -44% | -$22.1K | ﹤0.01% | 1198 |
|
|
2018
Q4 | $49K | Sell |
3,979
-4,487
| -53% | -$55.3K | ﹤0.01% | 1620 |
|
|
2018
Q3 | $133K | Buy |
8,466
+1,008
| +14% | +$15.8K | 0.01% | 1305 |
|
|
2018
Q2 | $114K | Sell |
7,458
-3,346
| -31% | -$51.1K | ﹤0.01% | 1389 |
|
|
2018
Q1 | $199K | Hold |
10,804
| – | – | 0.01% | 996 |
|
|
2017
Q4 | $199K | Sell |
10,804
-323
| -3% | -$5.95K | 0.01% | 995 |
|
|
2017
Q3 | $191K | Buy |
11,127
+515
| +5% | +$8.84K | 0.01% | 1171 |
|
|
2017
Q2 | $180K | Sell |
10,612
-36
| -0.3% | -$611 | 0.01% | 1183 |
|
|
2017
Q1 | $170K | Sell |
10,648
-50
| -0.5% | -$798 | 0.01% | 1196 |
|
|
2016
Q4 | $168K | Buy |
10,698
+1,960
| +22% | +$30.8K | 0.01% | 1140 |
|
|
2016
Q3 | $119K | Buy |
8,738
+244
| +3% | +$3.32K | 0.01% | 1275 |
|
|
2016
Q2 | $110K | Buy |
8,494
+6,269
| +282% | +$81.2K | 0.01% | 1272 |
|
|
2016
Q1 | $28K | Sell |
2,225
-787
| -26% | -$9.9K | ﹤0.01% | 1198 |
|
|
2015
Q4 | $58K | Buy |
+3,012
| New | +$58K | ﹤0.01% | 1510 |
|