Moran 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
Q1 | – | Sell |
-491,187
| Closed | -$14.9M | – | 485 |
|
|
2024
Q4 | $14.9M | Sell |
491,187
-9,220
| -2% | -$280K | 0.48% | 71 |
|
|
2024
Q3 | $15.5M | Sell |
500,407
-352
| -0.1% | -$10.9K | 0.48% | 72 |
|
|
2024
Q2 | $14.8M | Buy |
500,759
+4,377
| +0.9% | +$129K | 0.49% | 72 |
|
|
2024
Q1 | $15.2M | Buy |
496,382
+212,223
| +75% | +$6.52M | 0.49% | 70 |
|
|
2023
Q4 | $8.78M | Buy |
+284,159
| New | +$8.78M | 0.31% | 107 |
|