Massachusetts Wealth Management’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 | $713K | Hold |
21,080
| – | – | 0.4% | 74 |
|
|
2025
Q1 | $646K | Hold |
21,080
| – | – | 0.44% | 66 |
|
|
2024
Q4 | $639K | Sell |
21,080
-2,000
| -9% | -$60.6K | 0.39% | 73 |
|
|
2024
Q3 | $713K | Sell |
23,080
-27,483
| -54% | -$850K | 0.45% | 69 |
|
|
2024
Q2 | $1.49M | Sell |
50,563
-1,000
| -2% | -$29.5K | 1% | 42 |
|
|
2024
Q1 | $1.58M | Sell |
51,563
-1,766
| -3% | -$54.3K | 1.12% | 38 |
|
|
2023
Q4 | $1.65M | Sell |
53,329
-2,088
| -4% | -$64.5K | 1.33% | 28 |
|
|
2023
Q3 | $1.37M | Sell |
55,417
-722
| -1% | -$17.8K | 1.25% | 31 |
|
|
2023
Q2 | $1.14M | Buy |
56,139
+789
| +1% | +$16K | 1.09% | 41 |
|
|
2023
Q1 | $1.18M | Sell |
55,350
-2,600
| -4% | -$55.5K | 1.22% | 35 |
|
|
2022
Q4 | $1.24M | Buy |
+57,950
| New | +$1.24M | 1.2% | 36 |
|