Mitchell & Pahl Private Wealth’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 | $1.85M | Buy |
54,675
+919
| +2% | +$31.1K | 0.82% | 45 |
|
|
2025
Q1 | $1.65M | Sell |
53,756
-1,641
| -3% | -$50.3K | 0.77% | 52 |
|
|
2024
Q4 | $1.68M | Buy |
55,397
+2,177
| +4% | +$66K | 0.78% | 49 |
|
|
2024
Q3 | $1.65M | Sell |
53,220
-61
| -0.1% | -$1.89K | 0.77% | 48 |
|
|
2024
Q2 | $1.57M | Sell |
53,281
-540
| -1% | -$16K | 0.83% | 47 |
|
|
2024
Q1 | $1.65M | Sell |
53,821
-289
| -0.5% | -$8.88K | 0.87% | 44 |
|
|
2023
Q4 | $1.67M | Sell |
54,110
-651
| -1% | -$20.1K | 0.95% | 37 |
|
|
2023
Q3 | $1.35M | Buy |
54,761
+1,860
| +4% | +$45.8K | 0.8% | 43 |
|
|
2023
Q2 | $1.07M | Sell |
52,901
-14
| -0% | -$284 | 0.65% | 49 |
|
|
2023
Q1 | $1.13M | Sell |
52,915
-482
| -0.9% | -$10.3K | 0.71% | 51 |
|
|
2022
Q4 | $997K | Buy |
53,397
+7
| +0% | +$131 | 0.65% | 54 |
|
|
2022
Q3 | $775K | Buy |
53,390
+825
| +2% | +$12K | 0.57% | 63 |
|
|
2022
Q2 | $853K | Buy |
52,565
+968
| +2% | +$15.7K | 0.59% | 60 |
|
|
2022
Q1 | $1.01M | Buy |
51,597
+3,287
| +7% | +$64.2K | 0.64% | 56 |
|
|
2021
Q4 | $863K | Buy |
48,310
+1,155
| +2% | +$20.6K | 0.55% | 62 |
|
|
2021
Q3 | $752K | Buy |
47,155
+672
| +1% | +$10.7K | 0.54% | 67 |
|
|
2021
Q2 | $713K | Buy |
46,483
+1,408
| +3% | +$21.6K | 0.51% | 71 |
|
|
2021
Q1 | $700K | Buy |
45,075
+1,964
| +5% | +$30.5K | 0.54% | 66 |
|
|
2020
Q4 | $609K | Buy |
+43,111
| New | +$609K | 0.51% | 65 |
|