Private Advisor Group’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 | $682K | Sell |
20,173
-4,124
| -17% | -$139K | ﹤0.01% | 1519 |
|
|
2025
Q1 | $744K | Sell |
24,297
-9,901
| -29% | -$303K | ﹤0.01% | 1393 |
|
|
2024
Q4 | $1.04M | Sell |
34,198
-764
| -2% | -$23.2K | 0.01% | 1202 |
|
|
2024
Q3 | $1.08M | Buy |
34,962
+817
| +2% | +$25.3K | 0.01% | 1197 |
|
|
2024
Q2 | $1.01M | Sell |
34,145
-158
| -0.5% | -$4.67K | 0.01% | 1200 |
|
|
2024
Q1 | $1.05M | Sell |
34,303
-4,727
| -12% | -$145K | 0.01% | 1137 |
|
|
2023
Q4 | $1.21M | Buy |
39,030
+1,456
| +4% | +$45K | 0.01% | 1022 |
|
|
2023
Q3 | $926K | Buy |
37,574
+559
| +2% | +$13.8K | 0.01% | 1073 |
|
|
2023
Q2 | $794K | Sell |
37,015
-2,662
| -7% | -$57.1K | 0.01% | 1158 |
|
|
2023
Q1 | $847K | Sell |
39,677
-1,387
| -3% | -$29.6K | 0.01% | 1072 |
|
|
2022
Q4 | $547K | Buy |
41,064
+6,024
| +17% | +$80.3K | 0.03% | 545 |
|
|
2022
Q3 | $508K | Sell |
35,040
-14,349
| -29% | -$208K | 0.01% | 1226 |
|
|
2022
Q2 | $800K | Sell |
49,389
-14,114
| -22% | -$229K | 0.01% | 1179 |
|
|
2022
Q1 | $1.24M | Sell |
63,503
-10,986
| -15% | -$215K | 0.01% | 999 |
|
|
2021
Q4 | $1.33M | Sell |
74,489
-62,955
| -46% | -$1.12M | 0.01% | 983 |
|
|
2021
Q3 | $2.19M | Buy |
137,444
+69,526
| +102% | +$1.11M | 0.01% | 850 |
|
|
2021
Q2 | $1.04M | Buy |
67,918
+7,628
| +13% | +$117K | 0.01% | 1044 |
|
|
2021
Q1 | $936K | Buy |
60,290
+37,967
| +170% | +$589K | 0.01% | 1028 |
|
|
2020
Q4 | $316K | Buy |
+22,323
| New | +$316K | ﹤0.01% | 1435 |
|
|
2020
Q3 | – | Sell |
-8,263
| Closed | -$95K | – | 3307 |
|
|
2020
Q2 | $95K | Buy |
+8,263
| New | +$95K | ﹤0.01% | 1734 |
|
|
2020
Q1 | – | Sell |
-10,398
| Closed | -$131K | – | 1639 |
|
|
2019
Q4 | $131K | Buy |
+10,398
| New | +$131K | ﹤0.01% | 1539 |
|
|
2019
Q3 | – | Sell |
-18,551
| Closed | -$220K | – | 1774 |
|
|
2019
Q2 | $220K | Buy |
18,551
+6,020
| +48% | +$71.4K | ﹤0.01% | 1457 |
|
|
2019
Q1 | $153K | Buy |
12,531
+552
| +5% | +$6.74K | ﹤0.01% | 1456 |
|
|
2018
Q4 | $148K | Sell |
11,979
-3,040
| -20% | -$37.6K | ﹤0.01% | 1250 |
|
|
2018
Q3 | $236K | Sell |
15,019
-2,683
| -15% | -$42.2K | ﹤0.01% | 1359 |
|
|
2018
Q2 | $270K | Buy |
+17,702
| New | +$270K | ﹤0.01% | 1038 |
|
|
2018
Q1 | – | Sell |
-15,967
| Closed | -$300K | – | 1379 |
|
|
2017
Q4 | $300K | Sell |
15,967
-4,905
| -24% | -$92.2K | 0.01% | 881 |
|
|
2017
Q3 | $356K | Buy |
20,872
+3,438
| +20% | +$58.6K | 0.01% | 1047 |
|
|
2017
Q2 | $306K | Sell |
17,434
-1,810
| -9% | -$31.8K | 0.01% | 1063 |
|
|
2017
Q1 | $299K | Sell |
19,244
-2,769
| -13% | -$43K | 0.01% | 1071 |
|
|
2016
Q4 | $366K | Buy |
22,013
+8,193
| +59% | +$136K | 0.01% | 867 |
|
|
2016
Q3 | $191K | Sell |
13,820
-16,811
| -55% | -$232K | 0.01% | 1021 |
|
|
2016
Q2 | $380K | Buy |
30,631
+6,345
| +26% | +$78.7K | 0.02% | 730 |
|
|
2016
Q1 | $390K | Sell |
24,286
-16,601
| -41% | -$267K | 0.02% | 664 |
|
|
2015
Q4 | $792K | Buy |
40,887
+7,968
| +24% | +$154K | 0.04% | 448 |
|
|
2015
Q3 | $610K | Buy |
32,919
+15,203
| +86% | +$282K | 0.03% | 501 |
|
|
2015
Q2 | $376K | Buy |
+17,716
| New | +$376K | 0.02% | 701 |
|