Mather Group’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 | – | Sell |
-1,630
| Closed | -$49.9K | – | 1647 |
|
|
2025
Q1 | $49.9K | Sell |
1,630
-15
| -0.9% | -$459 | ﹤0.01% | 892 |
|
|
2024
Q4 | $49.9K | Buy |
1,645
+15
| +0.9% | +$455 | ﹤0.01% | 875 |
|
|
2024
Q3 | $50.4K | Sell |
1,630
-5
| -0.3% | -$155 | ﹤0.01% | 876 |
|
|
2024
Q2 | $50.2K | Sell |
1,635
-26
| -2% | -$799 | ﹤0.01% | 995 |
|
|
2024
Q1 | $51.3K | Buy |
+1,661
| New | +$51.3K | ﹤0.01% | 865 |
|