LWAM
Legacy Wealth Asset Management’s UBS Group UBS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.82M | Buy |
83,370
+23,356
| +39% | +$790K | 0.72% | 14 |
|
|
2025
Q1 | $1.84M | Sell |
60,014
-308
| -0.5% | -$9.43K | 0.51% | 45 |
|
|
2024
Q4 | $1.83M | Sell |
60,322
-383
| -0.6% | -$11.6K | 0.5% | 44 |
|
|
2024
Q3 | $1.88M | Buy |
60,705
+438
| +0.7% | +$13.5K | 0.5% | 54 |
|
|
2024
Q2 | $1.78M | Buy |
60,267
+3,330
| +6% | +$98.4K | 0.5% | 55 |
|
|
2024
Q1 | $1.75M | Buy |
56,937
+1,329
| +2% | +$40.8K | 0.49% | 51 |
|
|
2023
Q4 | $1.72M | Buy |
55,608
+5,877
| +12% | +$182K | 0.56% | 47 |
|
|
2023
Q3 | $1.23M | Sell |
49,731
-68,963
| -58% | -$1.7M | 0.45% | 65 |
|
|
2023
Q2 | $2.41M | Buy |
118,694
+48,518
| +69% | +$983K | 0.84% | 14 |
|
|
2023
Q1 | $1.5M | Sell |
70,176
-1,338
| -2% | -$28.6K | 0.54% | 43 |
|
|
2022
Q4 | $1.34M | Sell |
71,514
-39,464
| -36% | -$737K | 0.51% | 52 |
|
|
2022
Q3 | $1.61M | Buy |
+110,978
| New | +$1.61M | 0.7% | 24 |
|