Key Financial Inc’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 | $31.2K | Hold |
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|
2025
Q2 | $26.1K | Hold |
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|
2025
Q1 | $23.7K | Hold |
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|
2024
Q4 | $23.4K | Buy |
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|
2024
Q3 | $14.1K | Hold |
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|
2024
Q2 | $13.5K | Hold |
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|
2024
Q1 | $14K | Hold |
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|
2023
Q4 | $14.1K | Hold |
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|
2023
Q3 | $11.2K | Hold |
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|
2023
Q2 | $9.24K | Hold |
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|
2023
Q1 | $9.73K | Hold |
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|
2022
Q4 | $6.62K | Hold |
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|
2022
Q3 | $7K | Hold |
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|
2022
Q2 | $7K | Hold |
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|
2022
Q1 | $9K | Hold |
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|
2021
Q4 | $8K | Hold |
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|
2021
Q3 | $7K | Hold |
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|
2021
Q2 | $8K | Hold |
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|
2021
Q1 | $7K | Hold |
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|
2020
Q4 | $6K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $4K | Buy |
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