Legacy Wealth Asset Management’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
Q3 | $2.38M | Sell |
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|
2025
Q2 | $2.82M | Buy |
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|
2025
Q1 | $1.84M | Sell |
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|
2024
Q4 | $1.83M | Sell |
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|
2024
Q3 | $1.88M | Buy |
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|
2024
Q2 | $1.78M | Buy |
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|
2024
Q1 | $1.75M | Buy |
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|
2023
Q4 | $1.72M | Buy |
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|
2023
Q3 | $1.23M | Sell |
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|
2023
Q2 | $2.41M | Buy |
|
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|
2023
Q1 | $1.5M | Sell |
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|
2022
Q4 | $1.34M | Sell |
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|
2022
Q3 | $1.61M | Buy |
|