Parallel 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
Q2 | $495K | Sell |
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|
2025
Q1 | $553K | Sell |
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|
2024
Q4 | $580K | Buy |
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|
2024
Q3 | $520K | Buy |
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|
2024
Q2 | $489K | Buy |
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|
2024
Q1 | $496K | Buy |
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|
2023
Q4 | $459K | Buy |
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|
2023
Q3 | $262K | Buy |
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|
2023
Q2 | $187K | Buy |
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|
2023
Q1 | $186K | Sell |
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|
2022
Q4 | $193K | Sell |
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|
2022
Q3 | $178K | Sell |
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|
2022
Q2 | $231K | Sell |
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|
2022
Q1 | $278K | Sell |
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|
2021
Q4 | $263K | Buy |
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|
2021
Q3 | $143K | Buy |
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|
2021
Q2 | $102K | Buy |
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|
2021
Q1 | $98K | Buy |
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|
2020
Q4 | $80K | Sell |
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|
2020
Q3 | $121K | Sell |
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|
2020
Q2 | $177K | Buy |
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|
2020
Q1 | $108K | Buy |
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|
2019
Q4 | $51K | Buy |
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|
2019
Q3 | $43K | Sell |
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|
2019
Q2 | $54K | Sell |
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|
2019
Q1 | $62K | Buy |
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|
2018
Q4 | $51K | Buy |
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|
2018
Q3 | $43K | Buy |
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|
2018
Q2 | $33K | Sell |
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|
2018
Q1 | $44K | Sell |
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|
2017
Q4 | $46K | Hold |
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|
2017
Q3 | $43K | Sell |
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|
2017
Q2 | $49K | Buy |
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|
2017
Q1 | $20K | Sell |
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|
2016
Q4 | $54K | Buy |
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