Mount Yale Investment Advisors’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 | $1.25M | Sell |
36,958
-579
| -2% | -$19.6K | 0.1% | 180 |
|
|
2025
Q1 | $1.15M | Sell |
37,537
-16,925
| -31% | -$518K | 0.1% | 174 |
|
|
2024
Q4 | $1.65M | Sell |
54,462
-3,506
| -6% | -$106K | 0.13% | 137 |
|
|
2024
Q3 | $1.79M | Sell |
57,968
-4,753
| -8% | -$147K | 0.17% | 129 |
|
|
2024
Q2 | $1.85M | Sell |
62,721
-16,548
| -21% | -$489K | 0.15% | 131 |
|
|
2024
Q1 | $2.44M | Buy |
79,269
+9,373
| +13% | +$288K | 0.19% | 111 |
|
|
2023
Q4 | $2.16M | Buy |
69,896
+46,179
| +195% | +$1.43M | 0.21% | 112 |
|
|
2023
Q3 | $585K | Buy |
23,717
+912
| +4% | +$22.5K | 0.06% | 273 |
|
|
2023
Q2 | $462K | Buy |
22,805
+1,913
| +9% | +$38.8K | 0.05% | 321 |
|
|
2023
Q1 | $446K | Buy |
20,892
+2,142
| +11% | +$45.7K | 0.05% | 314 |
|
|
2022
Q4 | $350K | Sell |
18,750
-2,895
| -13% | -$54K | 0.04% | 328 |
|
|
2022
Q3 | $314K | Buy |
21,645
+2,547
| +13% | +$36.9K | 0.04% | 330 |
|
|
2022
Q2 | $310K | Buy |
+19,098
| New | +$310K | 0.04% | 346 |
|