Prospera Financial 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 | $623K | Buy |
18,434
+310
| +2% | +$10.5K | 0.01% | 829 |
|
|
2025
Q1 | $555K | Buy |
+18,124
| New | +$555K | 0.01% | 744 |
|
|
2023
Q2 | – | Sell |
-32,769
| Closed | -$699K | – | 1081 |
|
|
2023
Q1 | $699K | Buy |
+32,769
| New | +$699K | 0.03% | 516 |
|
|
2022
Q3 | – | Sell |
-1,756
| Closed | -$29K | – | 1544 |
|
|
2022
Q2 | $29K | Sell |
1,756
-1,544
| -47% | -$25.5K | ﹤0.01% | 1135 |
|
|
2022
Q1 | $64K | Buy |
+3,300
| New | +$64K | ﹤0.01% | 1267 |
|
|
2020
Q4 | – | Sell |
-1,410
| Closed | -$16K | – | 1517 |
|
|
2020
Q3 | $16K | Buy |
+1,410
| New | +$16K | 0.01% | 971 |
|