Pinnacle Wealth Planning Services’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 | $424K | Buy |
12,528
+1,560
| +14% | +$52.8K | 0.06% | 226 |
|
|
2025
Q1 | $336K | Buy |
10,968
+1,380
| +14% | +$42.3K | 0.05% | 233 |
|
|
2024
Q4 | $291K | Sell |
9,588
-2,623
| -21% | -$79.5K | 0.04% | 257 |
|
|
2024
Q3 | $377K | Buy |
12,211
+103
| +0.9% | +$3.18K | 0.05% | 243 |
|
|
2024
Q2 | $358K | Buy |
12,108
+5,390
| +80% | +$159K | 0.05% | 243 |
|
|
2024
Q1 | $206K | Sell |
6,718
-4,866
| -42% | -$149K | 0.03% | 420 |
|
|
2023
Q4 | $358K | Sell |
11,584
-115
| -1% | -$3.55K | 0.06% | 227 |
|
|
2023
Q3 | $288K | Buy |
+11,699
| New | +$288K | 0.05% | 265 |
|
|
2022
Q3 | – | Sell |
-12,094
| Closed | -$196K | – | 441 |
|
|
2022
Q2 | $196K | Buy |
+12,094
| New | +$196K | 0.04% | 354 |
|
|
2021
Q1 | – | Sell |
-2,614
| Closed | -$37K | – | 1831 |
|
|
2020
Q4 | $37K | Buy |
+2,614
| New | +$37K | 0.01% | 924 |
|