Lido Advisors’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 | $298K | Sell |
8,823
-220
| -2% | -$7.44K | ﹤0.01% | 1210 |
|
|
2025
Q1 | $277K | Buy |
+9,043
| New | +$277K | ﹤0.01% | 1156 |
|
|
2023
Q3 | – | Sell |
-12,439
| Closed | -$252K | – | 1122 |
|
|
2023
Q2 | $252K | Buy |
+12,439
| New | +$252K | ﹤0.01% | 910 |
|
|
2021
Q1 | – | Sell |
-19,914
| Closed | -$281K | – | 782 |
|
|
2020
Q4 | $281K | Buy |
+19,914
| New | +$281K | 0.01% | 572 |
|
|
2018
Q3 | – | Sell |
-16,746
| Closed | -$256K | – | 452 |
|
|
2018
Q2 | $256K | Buy |
16,746
+3,255
| +24% | +$49.8K | 0.03% | 323 |
|
|
2018
Q1 | $238K | Buy |
+13,491
| New | +$238K | 0.03% | 306 |
|