OneDigital 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 | $588K | Sell |
17,388
-874
| -5% | -$29.6K | 0.01% | 842 |
|
|
2025
Q1 | $559K | Sell |
18,262
-50
| -0.3% | -$1.53K | 0.01% | 818 |
|
|
2024
Q4 | $555K | Buy |
18,312
+10,990
| +150% | +$333K | 0.01% | 848 |
|
|
2024
Q3 | $226K | Sell |
7,322
-1
| -0% | -$31 | ﹤0.01% | 1297 |
|
|
2024
Q2 | $216K | Buy |
+7,323
| New | +$216K | ﹤0.01% | 1253 |
|
|
2019
Q3 | – | Sell |
-2,644
| Closed | -$31K | – | 1072 |
|
|
2019
Q2 | $31K | Hold |
2,644
| – | – | ﹤0.01% | 677 |
|
|
2019
Q1 | $32K | Sell |
2,644
-542
| -17% | -$6.56K | ﹤0.01% | 602 |
|
|
2018
Q4 | $39K | Buy |
+3,186
| New | +$39K | 0.01% | 502 |
|
|
2018
Q3 | – | Sell |
-3,400
| Closed | -$52K | – | 1241 |
|
|
2018
Q2 | $52K | Sell |
3,400
-275
| -7% | -$4.21K | 0.01% | 486 |
|
|
2018
Q1 | $65K | Hold |
3,675
| – | – | 0.01% | 455 |
|
|
2017
Q4 | $68K | Hold |
3,675
| – | – | 0.01% | 430 |
|
|
2017
Q3 | $63K | Hold |
3,675
| – | – | 0.02% | 328 |
|
|
2017
Q2 | $62K | Buy |
+3,675
| New | +$62K | 0.02% | 420 |
|