Mount Yale Investment Advisors’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
Q2 | $1.25M | Sell |
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|
2025
Q1 | $1.15M | Sell |
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|
2024
Q4 | $1.65M | Sell |
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|
2024
Q3 | $1.79M | Sell |
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|
2024
Q2 | $1.85M | Sell |
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|
2024
Q1 | $2.44M | Buy |
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|
2023
Q4 | $2.16M | Buy |
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|
2023
Q3 | $585K | Buy |
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|
2023
Q2 | $462K | Buy |
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|
2023
Q1 | $446K | Buy |
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|
2022
Q4 | $350K | Sell |
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|
2022
Q3 | $314K | Buy |
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|
2022
Q2 | $310K | Buy |
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