Massachusetts Wealth 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 | $864K | Hold |
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|
2025
Q2 | $713K | Hold |
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|
2025
Q1 | $646K | Hold |
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|
2024
Q4 | $639K | Sell |
|
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|
2024
Q3 | $713K | Sell |
|
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|
2024
Q2 | $1.49M | Sell |
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|
2024
Q1 | $1.58M | Sell |
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|
2023
Q4 | $1.65M | Sell |
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|
2023
Q3 | $1.37M | Sell |
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|
2023
Q2 | $1.14M | Buy |
|
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|
2023
Q1 | $1.18M | Sell |
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|
2022
Q4 | $1.24M | Buy |
|