Private Advisor Group’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
Q2 | $682K | Sell |
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|
2025
Q1 | $744K | Sell |
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|
2024
Q4 | $1.04M | Sell |
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|
2024
Q3 | $1.08M | Buy |
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|
2024
Q2 | $1.01M | Sell |
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|
2024
Q1 | $1.05M | Sell |
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|
2023
Q4 | $1.21M | Buy |
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|
2023
Q3 | $926K | Buy |
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|
2023
Q2 | $794K | Sell |
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|
2023
Q1 | $847K | Sell |
|
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|
2022
Q4 | $547K | Buy |
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|
2022
Q3 | $508K | Sell |
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|
2022
Q2 | $800K | Sell |
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|
2022
Q1 | $1.24M | Sell |
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|
2021
Q4 | $1.33M | Sell |
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|
2021
Q3 | $2.19M | Buy |
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|
2021
Q2 | $1.04M | Buy |
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|
2021
Q1 | $936K | Buy |
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|
2020
Q4 | $316K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $95K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $131K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $220K | Buy |
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|
2019
Q1 | $153K | Buy |
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|
2018
Q4 | $148K | Sell |
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|
2018
Q3 | $236K | Sell |
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|
2018
Q2 | $270K | Buy |
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|
2018
Q1 | – | Sell |
|
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|
2017
Q4 | $300K | Sell |
|
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|
2017
Q3 | $356K | Buy |
|
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|
2017
Q2 | $306K | Sell |
|
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|
2017
Q1 | $299K | Sell |
|
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|
2016
Q4 | $366K | Buy |
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|
2016
Q3 | $191K | Sell |
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|
2016
Q2 | $380K | Buy |
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|
2016
Q1 | $390K | Sell |
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|
2015
Q4 | $792K | Buy |
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|
2015
Q3 | $610K | Buy |
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|
2015
Q2 | $376K | Buy |
|