Larson Financial Group’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 | $12.7K | Buy |
376
+187
| +99% | +$6.32K | ﹤0.01% | 1687 |
|
|
2025
Q1 | $5.79K | Buy |
189
+163
| +627% | +$4.99K | ﹤0.01% | 1830 |
|
|
2024
Q4 | $788 | Sell |
26
-1,493
| -98% | -$45.2K | ﹤0.01% | 2083 |
|
|
2024
Q3 | $47K | Hold |
1,519
| – | – | ﹤0.01% | 919 |
|
|
2024
Q2 | $44.9K | Hold |
1,519
| – | – | ﹤0.01% | 835 |
|
|
2024
Q1 | $46.7K | Buy |
1,519
+1,493
| +5,742% | +$45.9K | ﹤0.01% | 706 |
|
|
2023
Q4 | $803 | Buy |
+26
| New | +$803 | ﹤0.01% | 1506 |
|