Moisand Fitzgerald Tamayo’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 | $305 | Hold |
9
| – | – | ﹤0.01% | 563 |
|
2025
Q1 | $276 | Hold |
9
| – | – | ﹤0.01% | 568 |
|
2024
Q4 | $273 | Hold |
9
| – | – | ﹤0.01% | 582 |
|
2024
Q3 | $279 | Hold |
9
| – | – | ﹤0.01% | 596 |
|
2024
Q2 | $266 | Hold |
9
| – | – | ﹤0.01% | 574 |
|
2024
Q1 | $277 | Hold |
9
| – | – | ﹤0.01% | 550 |
|
2023
Q4 | $279 | Hold |
9
| – | – | ﹤0.01% | 618 |
|
2023
Q3 | $222 | Hold |
9
| – | – | ﹤0.01% | 732 |
|
2023
Q2 | $183 | Buy |
+9
| New | +$183 | ﹤0.01% | 731 |
|