Legacy Financial Advisors’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
Q2 | $431K | Buy |
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|
2025
Q1 | $383K | Buy |
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|
2024
Q4 | $322K | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $273K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $127K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $17K | Hold |
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|
2018
Q4 | $18K | Sell |
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|
2018
Q3 | $30K | Buy |
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|
2018
Q2 | $21K | Sell |
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|
2018
Q1 | $25K | Sell |
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|
2017
Q4 | $30K | Buy |
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