JFS Wealth 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 | $869K | Hold |
25,692
| – | – | 0.06% | 162 |
|
|
2025
Q1 | $787K | Sell |
25,692
-1,125
| -4% | -$34.5K | 0.05% | 158 |
|
|
2024
Q4 | $813K | Hold |
26,817
| – | – | 0.06% | 152 |
|
|
2024
Q3 | $829K | Buy |
26,817
+26,071
| +3,495% | +$806K | 0.06% | 160 |
|
|
2024
Q2 | $22K | Hold |
746
| – | – | ﹤0.01% | 581 |
|
|
2024
Q1 | $22.9K | Hold |
746
| – | – | ﹤0.01% | 598 |
|
|
2023
Q4 | $23.1K | Buy |
746
+91
| +14% | +$2.81K | ﹤0.01% | 556 |
|
|
2023
Q3 | $16.1K | Buy |
655
+114
| +21% | +$2.81K | ﹤0.01% | 595 |
|
|
2023
Q2 | $11K | Sell |
541
-125
| -19% | -$2.53K | ﹤0.01% | 700 |
|
|
2023
Q1 | $14.2K | Buy |
666
+35
| +6% | +$747 | ﹤0.01% | 606 |
|
|
2022
Q4 | $11.8K | Sell |
631
-5,045
| -89% | -$94.2K | ﹤0.01% | 651 |
|
|
2022
Q3 | $82K | Sell |
5,676
-2,587
| -31% | -$37.4K | 0.01% | 302 |
|
|
2022
Q2 | $134K | Sell |
8,263
-713
| -8% | -$11.6K | 0.01% | 255 |
|
|
2022
Q1 | $175K | Sell |
8,976
-1,960
| -18% | -$38.2K | 0.02% | 238 |
|
|
2021
Q4 | $195K | Buy |
10,936
+139
| +1% | +$2.48K | 0.02% | 227 |
|
|
2021
Q3 | $172K | Buy |
10,797
+286
| +3% | +$4.56K | 0.02% | 234 |
|
|
2021
Q2 | $161K | Buy |
10,511
+247
| +2% | +$3.78K | 0.02% | 183 |
|
|
2021
Q1 | $159K | Hold |
10,264
| – | – | 0.03% | 159 |
|
|
2020
Q4 | $145K | Hold |
10,264
| – | – | 0.03% | 161 |
|
|
2020
Q3 | $114K | Sell |
10,264
-214
| -2% | -$2.38K | 0.03% | 169 |
|
|
2020
Q2 | $121K | Hold |
10,478
| – | – | 0.03% | 162 |
|
|
2020
Q1 | $97K | Hold |
10,478
| – | – | 0.03% | 173 |
|
|
2019
Q4 | $132K | Buy |
10,478
+184
| +2% | +$2.32K | 0.03% | 167 |
|
|
2019
Q3 | $116K | Buy |
10,294
+822
| +9% | +$9.26K | 0.03% | 178 |
|
|
2019
Q2 | $112K | Hold |
9,472
| – | – | 0.03% | 176 |
|
|
2019
Q1 | $115K | Buy |
9,472
+840
| +10% | +$10.2K | 0.03% | 167 |
|
|
2018
Q4 | $107K | Buy |
8,632
+529
| +7% | +$6.56K | 0.03% | 167 |
|
|
2018
Q3 | $127K | Hold |
8,103
| – | – | 0.03% | 179 |
|
|
2018
Q2 | $124K | Buy |
8,103
+1,096
| +16% | +$16.8K | 0.03% | 174 |
|
|
2018
Q1 | $124K | Hold |
7,007
| – | – | 0.03% | 180 |
|
|
2017
Q4 | $129K | Hold |
7,007
| – | – | 0.03% | 182 |
|
|
2017
Q3 | $120K | Hold |
7,007
| – | – | 0.03% | 176 |
|
|
2017
Q2 | $119K | Sell |
7,007
-782
| -10% | -$13.3K | 0.03% | 163 |
|
|
2017
Q1 | $122K | Hold |
7,789
| – | – | 0.03% | 162 |
|
|
2016
Q4 | $122K | Buy |
7,789
+714
| +10% | +$11.2K | 0.03% | 162 |
|
|
2016
Q3 | $96K | Buy |
7,075
+904
| +15% | +$12.3K | 0.03% | 181 |
|
|
2016
Q2 | $80K | Buy |
6,171
+1,170
| +23% | +$15.2K | 0.02% | 214 |
|
|
2016
Q1 | $80K | Buy |
5,001
+233
| +5% | +$3.73K | 0.02% | 196 |
|
|
2015
Q4 | $92K | Sell |
4,768
-682
| -13% | -$13.2K | 0.03% | 185 |
|
|
2015
Q3 | $101K | Sell |
5,450
-330
| -6% | -$6.12K | 0.04% | 151 |
|
|
2015
Q2 | $123K | Sell |
5,780
-610
| -10% | -$13K | 0.06% | 115 |
|
|
2015
Q1 | $120K | Hold |
6,390
| – | – | 0.06% | 119 |
|
|
2014
Q4 | $109K | Buy |
+6,390
| New | +$109K | 0.02% | 124 |
|