JP Morgan Private 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $744K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $714K | Buy |
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|
2022
Q4 | $259K | Buy |
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|
2022
Q3 | $187K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $234K | Sell |
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|
2021
Q4 | $903K | Sell |
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|
2021
Q3 | $806K | Sell |
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|
2021
Q2 | $777K | Sell |
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|
2021
Q1 | $1.03M | Sell |
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|
2020
Q4 | $1.05M | Buy |
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|
2020
Q3 | $768K | Buy |
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|
2020
Q2 | $774K | Buy |
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|
2020
Q1 | $440K | Buy |
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|
2019
Q4 | $573K | Sell |
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|
2019
Q3 | $583K | Sell |
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|
2019
Q2 | $629K | Sell |
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|
2019
Q1 | $809K | Buy |
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|
2018
Q4 | $824K | Sell |
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|
2018
Q3 | $1.46M | Sell |
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|
2018
Q2 | $1.57M | Sell |
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|
2018
Q1 | $3.35M | Buy |
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|
2017
Q4 | $1.39M | Buy |
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|
2017
Q3 | $1.03M | Sell |
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|
2017
Q2 | $1.03M | Sell |
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|
2017
Q1 | $2.81M | Buy |
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|
2016
Q4 | $879K | Buy |
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|
2016
Q3 | $570K | Sell |
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|
2016
Q2 | $579K | Buy |
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|
2016
Q1 | $653K | Buy |
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|
2015
Q4 | $526K | Buy |
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|
2015
Q3 | $344K | Buy |
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