IFP Advisors’s UBS Group UBS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $175K | Sell |
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|
2025
Q1 | $168K | Buy |
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|
2024
Q4 | $158K | Buy |
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|
2024
Q3 | $157K | Sell |
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|
2024
Q2 | $195K | Buy |
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|
2024
Q1 | $199K | Sell |
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|
2023
Q4 | $221K | Buy |
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|
2023
Q3 | $121K | Sell |
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|
2023
Q2 | $131K | Buy |
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|
2023
Q1 | $96.8K | Sell |
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|
2022
Q4 | $145K | Buy |
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|
2022
Q3 | $154K | Sell |
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|
2022
Q2 | $159K | Hold |
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|
2022
Q1 | $159K | Buy |
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|
2021
Q4 | $83K | Buy |
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|
2021
Q3 | $75K | Buy |
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|
2021
Q2 | $67K | Sell |
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|
2021
Q1 | $69K | Buy |
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|
2020
Q4 | $63K | Buy |
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|
2020
Q3 | $45K | Sell |
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|
2020
Q2 | $49K | Buy |
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|
2020
Q1 | $19K | Buy |
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|
2019
Q4 | $6K | Sell |
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|
2019
Q3 | $9K | Buy |
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|
2019
Q1 | $28K | Sell |
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|
2018
Q4 | $49K | Sell |
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|
2018
Q3 | $133K | Buy |
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|
2018
Q2 | $114K | Sell |
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|
2018
Q1 | $199K | Hold |
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|
2017
Q4 | $199K | Sell |
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|
2017
Q3 | $191K | Buy |
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|
2017
Q2 | $180K | Sell |
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|
2017
Q1 | $170K | Sell |
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|
2016
Q4 | $168K | Buy |
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|
2016
Q3 | $119K | Buy |
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|
2016
Q2 | $110K | Buy |
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|
2016
Q1 | $28K | Sell |
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|
2015
Q4 | $58K | Buy |
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