Mission 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 | $402K | Sell |
11,874
-709
| -6% | -$24K | 0.01% | 502 |
|
|
2025
Q1 | $385K | Sell |
12,583
-290
| -2% | -$8.88K | 0.01% | 487 |
|
|
2024
Q4 | $390K | Buy |
12,873
+1,622
| +14% | +$49.2K | 0.01% | 470 |
|
|
2024
Q3 | $348K | Sell |
11,251
-871
| -7% | -$26.9K | 0.01% | 496 |
|
|
2024
Q2 | $358K | Buy |
12,122
+2,714
| +29% | +$80.2K | 0.01% | 471 |
|
|
2024
Q1 | $289K | Buy |
+9,408
| New | +$289K | 0.01% | 534 |
|