Plante Moran Financial Advisors’s UBS Group UBS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-197
| Closed | -$5.97K | – | 980 |
|
|
2024
Q4 | $5.97K | Buy |
+197
| New | +$5.97K | ﹤0.01% | 660 |
|
|
2024
Q2 | – | Sell |
-102
| Closed | -$3.13K | – | 901 |
|
|
2024
Q1 | $3.13K | Buy |
+102
| New | +$3.13K | ﹤0.01% | 729 |
|
|
2022
Q3 | – | Sell |
-87
| Closed | -$1K | – | 1090 |
|
|
2022
Q2 | $1K | Buy |
+87
| New | +$1K | ﹤0.01% | 949 |
|
|
2022
Q1 | – | Sell |
-85
| Closed | -$2K | – | 1030 |
|
|
2021
Q4 | $2K | Hold |
85
| – | – | ﹤0.01% | 930 |
|
|
2021
Q3 | $1K | Hold |
85
| – | – | ﹤0.01% | 909 |
|
|
2021
Q2 | $1K | Hold |
85
| – | – | ﹤0.01% | 927 |
|
|
2021
Q1 | $1K | Hold |
85
| – | – | ﹤0.01% | 981 |
|
|
2020
Q4 | $1K | Buy |
+85
| New | +$1K | ﹤0.01% | 859 |
|
|
2019
Q4 | – | Sell |
-418
| Closed | -$5K | – | 901 |
|
|
2019
Q3 | $5K | Hold |
418
| – | – | ﹤0.01% | 692 |
|
|
2019
Q2 | $5K | Sell |
418
-142
| -25% | -$1.7K | ﹤0.01% | 651 |
|
|
2019
Q1 | $7K | Buy |
560
+12
| +2% | +$150 | ﹤0.01% | 606 |
|
|
2018
Q4 | $7K | Buy |
548
+7
| +1% | +$89 | ﹤0.01% | 557 |
|
|
2018
Q3 | $9K | Buy |
541
+25
| +5% | +$416 | ﹤0.01% | 513 |
|
|
2018
Q2 | $8K | Sell |
516
-87
| -14% | -$1.35K | ﹤0.01% | 577 |
|
|
2018
Q1 | $11K | Buy |
+603
| New | +$11K | 0.01% | 593 |
|
|
2017
Q1 | – | Sell |
-267
| Closed | -$4K | – | 1026 |
|
|
2016
Q4 | $4K | Buy |
267
+118
| +79% | +$1.77K | ﹤0.01% | 772 |
|
|
2016
Q3 | $2K | Hold |
149
| – | – | ﹤0.01% | 859 |
|
|
2016
Q2 | $2K | Hold |
149
| – | – | ﹤0.01% | 815 |
|
|
2016
Q1 | $2K | Sell |
149
-1,220
| -89% | -$16.4K | ﹤0.01% | 754 |
|
|
2015
Q4 | $27K | Buy |
+1,369
| New | +$27K | 0.02% | 399 |
|