Pinnacle Wealth Planning Services’s UBS Group UBS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $505K | Sell |
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|
2025
Q2 | $424K | Buy |
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|
2025
Q1 | $336K | Buy |
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|
2024
Q4 | $291K | Sell |
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|
2024
Q3 | $377K | Buy |
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|
2024
Q2 | $358K | Buy |
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|
2024
Q1 | $206K | Sell |
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|
2023
Q4 | $358K | Sell |
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|
2023
Q3 | $288K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $196K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $37K | Buy |
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