Lavaca Capital’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 | $15.6K | Hold |
460
| – | – | 0.01% | 208 |
|
|
2025
Q1 | $14.1K | Hold |
460
| – | – | 0.01% | 194 |
|
|
2024
Q4 | $13.9K | Buy |
+460
| New | +$13.9K | 0.01% | 251 |
|
|
2019
Q2 | – | Sell |
-2,876
| Closed | -$35K | – | 331 |
|
|
2019
Q1 | $35K | Hold |
2,876
| – | – | 0.03% | 176 |
|
|
2018
Q4 | $36K | Buy |
+2,876
| New | +$36K | 0.04% | 143 |
|