ORG Partners’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 | $4.56K | Buy |
135
+75
| +125% | +$2.53K | ﹤0.01% | 1068 |
|
|
2025
Q1 | $1.82K | Buy |
+60
| New | +$1.82K | ﹤0.01% | 1093 |
|
|
2024
Q3 | – | Sell |
-181
| Closed | -$5.42K | – | 1379 |
|
|
2024
Q2 | $5.42K | Buy |
+181
| New | +$5.42K | ﹤0.01% | 1373 |
|
|
2023
Q4 | – | Sell |
-85
| Closed | -$2.1K | – | 1352 |
|
|
2023
Q3 | $2.1K | Sell |
85
-131
| -61% | -$3.23K | ﹤0.01% | 1072 |
|
|
2023
Q2 | $4K | Buy |
+216
| New | +$4K | ﹤0.01% | 1108 |
|