NewEdge 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 | $1.65M | Buy |
48,654
+6,882
| +16% | +$233K | 0.01% | 1031 |
|
|
2025
Q1 | $1.28M | Buy |
41,772
+1,267
| +3% | +$38.8K | 0.01% | 1059 |
|
|
2024
Q4 | $1.23M | Buy |
40,505
+2,685
| +7% | +$81.4K | 0.01% | 1066 |
|
|
2024
Q3 | $1.17M | Sell |
37,820
-14,972
| -28% | -$463K | 0.01% | 1035 |
|
|
2024
Q2 | $1.56M | Buy |
52,792
+7,711
| +17% | +$228K | 0.01% | 865 |
|
|
2024
Q1 | $1.38M | Buy |
45,081
+19,051
| +73% | +$585K | 0.01% | 840 |
|
|
2023
Q4 | $771K | Buy |
26,030
+4,436
| +21% | +$131K | 0.01% | 1065 |
|
|
2023
Q3 | $532K | Buy |
21,594
+2,562
| +13% | +$63.2K | 0.01% | 1142 |
|
|
2023
Q2 | $386K | Buy |
19,032
+583
| +3% | +$11.8K | ﹤0.01% | 1323 |
|
|
2023
Q1 | $394K | Buy |
18,449
+7,182
| +64% | +$153K | ﹤0.01% | 1219 |
|
|
2022
Q4 | $197K | Hold |
11,267
| – | – | 0.01% | 1194 |
|
|
2022
Q3 | $164K | Sell |
11,267
-817
| -7% | -$11.9K | ﹤0.01% | 1385 |
|
|
2022
Q2 | $196K | Sell |
12,084
-652
| -5% | -$10.6K | ﹤0.01% | 1398 |
|
|
2022
Q1 | $249K | Hold |
12,736
| – | – | ﹤0.01% | 989 |
|
|
2021
Q4 | $228K | Buy |
12,736
+723
| +6% | +$12.9K | ﹤0.01% | 1465 |
|
|
2021
Q3 | $191K | Sell |
12,013
-723
| -6% | -$11.5K | ﹤0.01% | 1061 |
|
|
2021
Q2 | $195K | Buy |
12,736
+14
| +0.1% | +$214 | 0.01% | 1055 |
|
|
2021
Q1 | $198K | Buy |
12,722
+817
| +7% | +$12.7K | 0.01% | 947 |
|
|
2020
Q4 | $168K | Sell |
11,905
-86
| -0.7% | -$1.21K | 0.01% | 909 |
|
|
2020
Q3 | $134K | Hold |
11,991
| – | – | ﹤0.01% | 860 |
|
|
2020
Q2 | $138K | Buy |
+11,991
| New | +$138K | 0.01% | 800 |
|
|
2017
Q3 | – | Sell |
-1,532
| Closed | -$26.9K | – | 1075 |
|
|
2017
Q2 | $26.9K | Buy |
+1,532
| New | +$26.9K | ﹤0.01% | 651 |
|