Mitchell & Pahl Private Wealth’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 | $2.2M | Sell |
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|
2025
Q2 | $1.85M | Buy |
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|
2025
Q1 | $1.65M | Sell |
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|
2024
Q4 | $1.68M | Buy |
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|
2024
Q3 | $1.65M | Sell |
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|
2024
Q2 | $1.57M | Sell |
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|
2024
Q1 | $1.65M | Sell |
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|
2023
Q4 | $1.67M | Sell |
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|
2023
Q3 | $1.35M | Buy |
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|
2023
Q2 | $1.07M | Sell |
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|
2023
Q1 | $1.13M | Sell |
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|
2022
Q4 | $997K | Buy |
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|
2022
Q3 | $775K | Buy |
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|
2022
Q2 | $853K | Buy |
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|
2022
Q1 | $1.01M | Buy |
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|
2021
Q4 | $863K | Buy |
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|
2021
Q3 | $752K | Buy |
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|
2021
Q2 | $713K | Buy |
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|
2021
Q1 | $700K | Buy |
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|
2020
Q4 | $609K | Buy |
|