Parallel Advisors’s UBS Group UBS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $495K | Sell |
14,634
-3,403
| -19% | -$115K | 0.01% | 633 |
|
|
2025
Q1 | $553K | Sell |
18,037
-1,092
| -6% | -$33.5K | 0.01% | 551 |
|
|
2024
Q4 | $580K | Buy |
19,129
+2,305
| +14% | +$69.9K | 0.01% | 543 |
|
|
2024
Q3 | $520K | Buy |
16,824
+272
| +2% | +$8.41K | 0.01% | 552 |
|
|
2024
Q2 | $489K | Buy |
16,552
+420
| +3% | +$12.4K | 0.01% | 541 |
|
|
2024
Q1 | $496K | Buy |
16,132
+1,262
| +8% | +$38.8K | 0.01% | 542 |
|
|
2023
Q4 | $459K | Buy |
14,870
+4,250
| +40% | +$131K | 0.01% | 515 |
|
|
2023
Q3 | $262K | Buy |
10,620
+1,400
| +15% | +$34.5K | 0.01% | 670 |
|
|
2023
Q2 | $187K | Buy |
9,220
+515
| +6% | +$10.4K | 0.01% | 808 |
|
|
2023
Q1 | $186K | Sell |
8,705
-1,637
| -16% | -$34.9K | 0.01% | 810 |
|
|
2022
Q4 | $193K | Sell |
10,342
-1,897
| -15% | -$35.4K | 0.01% | 711 |
|
|
2022
Q3 | $178K | Sell |
12,239
-2,022
| -14% | -$29.4K | 0.01% | 728 |
|
|
2022
Q2 | $231K | Sell |
14,261
-13
| -0.1% | -$211 | 0.01% | 628 |
|
|
2022
Q1 | $278K | Sell |
14,274
-469
| -3% | -$9.13K | 0.01% | 599 |
|
|
2021
Q4 | $263K | Buy |
14,743
+5,756
| +64% | +$103K | 0.01% | 634 |
|
|
2021
Q3 | $143K | Buy |
8,987
+2,306
| +35% | +$36.7K | 0.01% | 832 |
|
|
2021
Q2 | $102K | Buy |
6,681
+382
| +6% | +$5.83K | ﹤0.01% | 930 |
|
|
2021
Q1 | $98K | Buy |
6,299
+621
| +11% | +$9.66K | ﹤0.01% | 889 |
|
|
2020
Q4 | $80K | Sell |
5,678
-5,135
| -47% | -$72.3K | ﹤0.01% | 884 |
|
|
2020
Q3 | $121K | Sell |
10,813
-4,584
| -30% | -$51.3K | 0.01% | 693 |
|
|
2020
Q2 | $177K | Buy |
15,397
+3,690
| +32% | +$42.4K | 0.01% | 572 |
|
|
2020
Q1 | $108K | Buy |
11,707
+7,615
| +186% | +$70.3K | 0.01% | 651 |
|
|
2019
Q4 | $51K | Buy |
4,092
+327
| +9% | +$4.08K | ﹤0.01% | 1028 |
|
|
2019
Q3 | $43K | Sell |
3,765
-788
| -17% | -$9K | ﹤0.01% | 1040 |
|
|
2019
Q2 | $54K | Sell |
4,553
-540
| -11% | -$6.41K | 0.01% | 860 |
|
|
2019
Q1 | $62K | Buy |
5,093
+919
| +22% | +$11.2K | 0.01% | 786 |
|
|
2018
Q4 | $51K | Buy |
4,174
+1,446
| +53% | +$17.7K | 0.01% | 745 |
|
|
2018
Q3 | $43K | Buy |
2,728
+566
| +26% | +$8.92K | 0.01% | 869 |
|
|
2018
Q2 | $33K | Sell |
2,162
-342
| -14% | -$5.22K | ﹤0.01% | 871 |
|
|
2018
Q1 | $44K | Sell |
2,504
-17
| -0.7% | -$299 | 0.01% | 740 |
|
|
2017
Q4 | $46K | Hold |
2,521
| – | – | 0.01% | 734 |
|
|
2017
Q3 | $43K | Sell |
2,521
-289
| -10% | -$4.93K | 0.01% | 735 |
|
|
2017
Q2 | $49K | Buy |
2,810
+1,680
| +149% | +$29.3K | 0.01% | 694 |
|
|
2017
Q1 | $20K | Sell |
1,130
-2,327
| -67% | -$41.2K | ﹤0.01% | 965 |
|
|
2016
Q4 | $54K | Buy |
+3,457
| New | +$54K | 0.01% | 561 |
|