OneDigital 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
Q3 | $721K | Buy |
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|
2025
Q2 | $588K | Sell |
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|
2025
Q1 | $559K | Sell |
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|
2024
Q4 | $555K | Buy |
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|
2024
Q3 | $226K | Sell |
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|
2024
Q2 | $216K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $31K | Hold |
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|
2019
Q1 | $32K | Sell |
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|
2018
Q4 | $39K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $52K | Sell |
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|
2018
Q1 | $65K | Hold |
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|
2017
Q4 | $68K | Hold |
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|
2017
Q3 | $63K | Hold |
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|
2017
Q2 | $62K | Buy |
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