Personal CFO Solutions’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 | $649K | Sell |
19,197
-8,307
| -30% | -$281K | 0.12% | 181 |
|
|
2025
Q1 | $842K | Sell |
27,504
-765
| -3% | -$23.4K | 0.17% | 130 |
|
|
2024
Q4 | $857K | Sell |
28,269
-309
| -1% | -$9.37K | 0.17% | 118 |
|
|
2024
Q3 | $883K | Sell |
28,578
-1,116
| -4% | -$34.5K | 0.12% | 167 |
|
|
2024
Q2 | $877K | Buy |
29,694
+170
| +0.6% | +$5.02K | 0.13% | 142 |
|
|
2024
Q1 | $907K | Buy |
+29,524
| New | +$907K | 0.14% | 141 |
|