JFS Wealth 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
Q3 | $1.05M | Hold |
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|
2025
Q2 | $869K | Hold |
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|
2025
Q1 | $787K | Sell |
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|
2024
Q4 | $813K | Hold |
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|
2024
Q3 | $829K | Buy |
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|
2024
Q2 | $22K | Hold |
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|
2024
Q1 | $22.9K | Hold |
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|
2023
Q4 | $23.1K | Buy |
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|
2023
Q3 | $16.1K | Buy |
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|
2023
Q2 | $11K | Sell |
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|
2023
Q1 | $14.2K | Buy |
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|
2022
Q4 | $11.8K | Sell |
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|
2022
Q3 | $82K | Sell |
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|
2022
Q2 | $134K | Sell |
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|
2022
Q1 | $175K | Sell |
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|
2021
Q4 | $195K | Buy |
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|
2021
Q3 | $172K | Buy |
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|
2021
Q2 | $161K | Buy |
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|
2021
Q1 | $159K | Hold |
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|
2020
Q4 | $145K | Hold |
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|
2020
Q3 | $114K | Sell |
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|
2020
Q2 | $121K | Hold |
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|
2020
Q1 | $97K | Hold |
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|
2019
Q4 | $132K | Buy |
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|
2019
Q3 | $116K | Buy |
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|
2019
Q2 | $112K | Hold |
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|
2019
Q1 | $115K | Buy |
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|
2018
Q4 | $107K | Buy |
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|
2018
Q3 | $127K | Hold |
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|
2018
Q2 | $124K | Buy |
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|
2018
Q1 | $124K | Hold |
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|
2017
Q4 | $129K | Hold |
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|
2017
Q3 | $120K | Hold |
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|
2017
Q2 | $119K | Sell |
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|
2017
Q1 | $122K | Hold |
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|
2016
Q4 | $122K | Buy |
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|
2016
Q3 | $96K | Buy |
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|
2016
Q2 | $80K | Buy |
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|
2016
Q1 | $80K | Buy |
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|
2015
Q4 | $92K | Sell |
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|
2015
Q3 | $101K | Sell |
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|
2015
Q2 | $123K | Sell |
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|
2015
Q1 | $120K | Hold |
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|
2014
Q4 | $109K | Buy |
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