Integrated Wealth Concepts’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 | $2.15M | Buy |
63,594
+277
| +0.4% | +$9.37K | 0.02% | 595 |
|
|
2025
Q1 | $1.94M | Sell |
63,317
-2,572
| -4% | -$78.8K | 0.02% | 586 |
|
|
2024
Q4 | $2M | Buy |
65,889
+320
| +0.5% | +$9.7K | 0.02% | 549 |
|
|
2024
Q3 | $2.03M | Buy |
65,569
+457
| +0.7% | +$14.1K | 0.02% | 544 |
|
|
2024
Q2 | $1.92M | Buy |
65,112
+26
| +0% | +$768 | 0.03% | 520 |
|
|
2024
Q1 | $2M | Buy |
65,086
+382
| +0.6% | +$11.7K | 0.03% | 516 |
|
|
2023
Q4 | $2M | Buy |
64,704
+6,841
| +12% | +$211K | 0.03% | 480 |
|
|
2023
Q3 | $1.43M | Sell |
57,863
-52
| -0.1% | -$1.28K | 0.03% | 560 |
|
|
2023
Q2 | $1.17M | Sell |
57,915
-2,237
| -4% | -$45.3K | 0.02% | 616 |
|
|
2023
Q1 | $1.28M | Buy |
+60,152
| New | +$1.28M | 0.03% | 532 |
|