Optas LLC’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 | $336K | Sell |
9,948
-3,658
| -27% | -$124K | 0.06% | 200 |
|
|
2025
Q1 | $417K | Buy |
13,606
+224
| +2% | +$6.86K | 0.07% | 142 |
|
|
2024
Q4 | $406K | Buy |
13,382
+3,418
| +34% | +$104K | 0.09% | 138 |
|
|
2024
Q3 | $308K | Buy |
9,964
+74
| +0.7% | +$2.29K | 0.07% | 165 |
|
|
2024
Q2 | $292K | Buy |
9,890
+123
| +1% | +$3.63K | 0.08% | 142 |
|
|
2024
Q1 | $300K | Sell |
9,767
-16
| -0.2% | -$492 | 0.08% | 140 |
|
|
2023
Q4 | $302K | Buy |
9,783
+29
| +0.3% | +$896 | 0.09% | 135 |
|
|
2023
Q3 | $240K | Buy |
+9,754
| New | +$240K | 0.08% | 149 |
|