Provenance Wealth 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
Q2 | $4.06K | Hold |
120
| – | – | ﹤0.01% | 351 |
|
|
2025
Q1 | $3.68K | Hold |
120
| – | – | ﹤0.01% | 368 |
|
|
2024
Q4 | $3.64K | Hold |
120
| – | – | ﹤0.01% | 389 |
|
|
2024
Q3 | $3.71K | Hold |
120
| – | – | ﹤0.01% | 418 |
|
|
2024
Q2 | $3.55K | Hold |
120
| – | – | ﹤0.01% | 341 |
|
|
2024
Q1 | $3.69K | Hold |
120
| – | – | ﹤0.01% | 367 |
|
|
2023
Q4 | $3.71K | Buy |
120
+1
| +0.8% | +$31 | ﹤0.01% | 385 |
|
|
2023
Q3 | $2.93K | Buy |
+119
| New | +$2.93K | ﹤0.01% | 293 |
|