NWAG
Net Worth Advisory Group’s UBS Group UBS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $878K | Buy |
25,960
+1,140
| +5% | +$38.6K | 0.19% | 99 |
|
|
2025
Q1 | $760K | Sell |
24,820
-1,842
| -7% | -$56.4K | 0.24% | 89 |
|
|
2024
Q4 | $808K | Sell |
26,662
-448
| -2% | -$13.6K | 0.25% | 80 |
|
|
2024
Q3 | $838K | Buy |
+27,110
| New | +$838K | 0.25% | 74 |
|