Montag & Associates’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 | $13.8K | Buy |
408
+42
| +11% | +$1.42K | ﹤0.01% | 707 |
|
|
2025
Q1 | $11.2K | Sell |
366
-48
| -12% | -$1.47K | ﹤0.01% | 777 |
|
|
2024
Q4 | $12.6K | Hold |
414
| – | – | ﹤0.01% | 759 |
|
|
2024
Q3 | $12.8K | Hold |
414
| – | – | ﹤0.01% | 777 |
|
|
2024
Q2 | $12.2K | Hold |
414
| – | – | ﹤0.01% | 756 |
|
|
2024
Q1 | $12.7K | Hold |
414
| – | – | ﹤0.01% | 741 |
|
|
2023
Q4 | $12.8K | Hold |
414
| – | – | ﹤0.01% | 738 |
|
|
2023
Q3 | $10.2K | Sell |
414
-109
| -21% | -$2.69K | ﹤0.01% | 737 |
|
|
2023
Q2 | $10.6K | Buy |
523
+60
| +13% | +$1.22K | ﹤0.01% | 739 |
|
|
2023
Q1 | $9.88K | Sell |
463
-114
| -20% | -$2.43K | ﹤0.01% | 737 |
|
|
2022
Q4 | $10.8K | Buy |
+577
| New | +$10.8K | ﹤0.01% | 727 |
|