Independent Advisor Alliance’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 | $2.93M | Buy |
86,721
+836
| +1% | +$28.3K | 0.08% | 207 |
|
|
2025
Q1 | $2.63M | Sell |
85,885
-90
| -0.1% | -$2.76K | 0.09% | 215 |
|
|
2024
Q4 | $2.61M | Buy |
85,975
+339
| +0.4% | +$10.3K | 0.03% | 444 |
|
|
2024
Q3 | $2.65M | Sell |
85,636
-505
| -0.6% | -$15.6K | 0.1% | 177 |
|
|
2024
Q2 | $2.54M | Sell |
86,141
-790
| -0.9% | -$23.3K | 0.09% | 190 |
|
|
2024
Q1 | $2.67M | Sell |
86,931
-3,258
| -4% | -$100K | 0.1% | 180 |
|
|
2023
Q4 | $2.79M | Sell |
90,189
-3,900
| -4% | -$121K | 0.1% | 167 |
|
|
2023
Q3 | $2.32M | Sell |
94,089
-2,444
| -3% | -$60.2K | 0.1% | 176 |
|
|
2023
Q2 | $1.96M | Sell |
96,533
-7,157
| -7% | -$145K | 0.09% | 195 |
|
|
2023
Q1 | $2.21M | Sell |
103,690
-2,185
| -2% | -$46.6K | 0.11% | 176 |
|
|
2022
Q4 | $1.98K | Sell |
105,875
-18,697
| -15% | -$349 | ﹤0.01% | 255 |
|
|
2022
Q3 | $1.81M | Sell |
124,572
-3,502
| -3% | -$50.8K | 0.11% | 184 |
|
|
2022
Q2 | $2.08M | Sell |
128,074
-13,909
| -10% | -$226K | 0.12% | 158 |
|
|
2022
Q1 | $2.77M | Buy |
+141,983
| New | +$2.77M | 0.13% | 140 |
|