Kestra Advisory Services’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 | $5.24M | Sell |
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|
2025
Q2 | $4.37M | Sell |
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|
2025
Q1 | $4.45M | Buy |
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|
2024
Q4 | $4.4M | Buy |
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|
2024
Q3 | $4.37M | Sell |
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|
2024
Q2 | $4.35M | Buy |
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|
2024
Q1 | $4.39M | Buy |
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|
2023
Q4 | $4.15M | Buy |
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|
2023
Q3 | $3.23M | Buy |
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|
2023
Q2 | $462K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $612K | Buy |
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|
2022
Q3 | $432K | Buy |
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|
2022
Q2 | $321K | Buy |
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|
2022
Q1 | $322K | Sell |
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|
2021
Q4 | $451K | Sell |
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|
2021
Q3 | $561K | Sell |
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|
2021
Q2 | $603K | Buy |
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|
2021
Q1 | $608K | Buy |
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|
2020
Q4 | $197K | Sell |
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|
2020
Q3 | $224K | Buy |
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