Perigon Wealth Management’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 | $265K | Sell |
7,831
-4,678
| -37% | -$158K | 0.01% | 887 |
|
|
2025
Q1 | $383K | Buy |
12,509
+602
| +5% | +$18.4K | 0.01% | 719 |
|
|
2024
Q4 | $395K | Buy |
11,907
+754
| +7% | +$25K | 0.01% | 715 |
|
|
2024
Q3 | $345K | Sell |
11,153
-4,127
| -27% | -$128K | 0.01% | 730 |
|
|
2024
Q2 | $451K | Sell |
15,280
-44
| -0.3% | -$1.3K | 0.01% | 562 |
|
|
2024
Q1 | $471K | Buy |
15,324
+909
| +6% | +$27.9K | 0.01% | 551 |
|
|
2023
Q4 | $445K | Sell |
14,415
-17,846
| -55% | -$551K | 0.01% | 530 |
|
|
2023
Q3 | $795K | Sell |
32,261
-9,460
| -23% | -$233K | 0.03% | 350 |
|
|
2023
Q2 | $846K | Buy |
41,721
+3,007
| +8% | +$61K | 0.03% | 348 |
|
|
2023
Q1 | $826K | Buy |
+38,714
| New | +$826K | 0.05% | 308 |
|
|
2021
Q1 | – | Sell |
-1,520
| Closed | -$21K | – | 990 |
|
|
2020
Q4 | $21K | Buy |
+1,520
| New | +$21K | ﹤0.01% | 1018 |
|