PDS Planning’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 | $631K | Buy |
18,655
+91
| +0.5% | +$3.08K | 0.05% | 196 |
|
|
2025
Q1 | $569K | Buy |
18,564
+1,008
| +6% | +$30.9K | 0.05% | 190 |
|
|
2024
Q4 | $532K | Buy |
17,556
+1,101
| +7% | +$33.4K | 0.05% | 174 |
|
|
2024
Q3 | $509K | Buy |
16,455
+74
| +0.5% | +$2.29K | 0.05% | 191 |
|
|
2024
Q2 | $484K | Sell |
16,381
-173
| -1% | -$5.11K | 0.05% | 177 |
|
|
2024
Q1 | $509K | Buy |
16,554
+1,250
| +8% | +$38.4K | 0.05% | 159 |
|
|
2023
Q4 | $473K | Sell |
15,304
-111
| -0.7% | -$3.43K | 0.05% | 155 |
|
|
2023
Q3 | $380K | Buy |
15,415
+264
| +2% | +$6.51K | 0.05% | 172 |
|
|
2023
Q2 | $307K | Buy |
15,151
+3,470
| +30% | +$70.3K | 0.04% | 211 |
|
|
2023
Q1 | $249K | Buy |
+11,681
| New | +$249K | 0.03% | 227 |
|
|
2022
Q4 | – | Sell |
-10,075
| Closed | -$146K | – | 233 |
|
|
2022
Q3 | $146K | Buy |
+10,075
| New | +$146K | 0.03% | 185 |
|
|
2021
Q4 | – | Sell |
-10,339
| Closed | -$165K | – | 232 |
|
|
2021
Q3 | $165K | Buy |
10,339
+255
| +3% | +$4.07K | 0.04% | 194 |
|
|
2021
Q2 | $155K | Buy |
+10,084
| New | +$155K | 0.04% | 187 |
|