Legacy Capital Group California’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 | $1.31M | Buy |
38,708
+831
| +2% | +$28.1K | 0.36% | 64 |
|
|
2025
Q1 | $1.16M | Sell |
37,877
-2,287
| -6% | -$70.1K | 0.4% | 44 |
|
|
2024
Q4 | $1.22M | Sell |
40,164
-373
| -0.9% | -$11.3K | 0.37% | 56 |
|
|
2024
Q3 | $1.25M | Sell |
40,537
-794
| -2% | -$24.5K | 0.42% | 46 |
|
|
2024
Q2 | $1.22M | Buy |
41,331
+447
| +1% | +$13.2K | 0.44% | 51 |
|
|
2024
Q1 | $1.26M | Sell |
40,884
-1,893
| -4% | -$58.2K | 0.46% | 52 |
|
|
2023
Q4 | $1.32M | Buy |
42,777
+497
| +1% | +$15.4K | 0.51% | 34 |
|
|
2023
Q3 | $1.04M | Buy |
42,280
+313
| +0.7% | +$7.72K | 0.45% | 48 |
|
|
2023
Q2 | $851K | Buy |
41,967
+5,993
| +17% | +$121K | 0.35% | 75 |
|
|
2023
Q1 | $768K | Buy |
+35,974
| New | +$768K | 0.38% | 79 |
|