Raymond James Financial Services Advisors’s UBS Group UBS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $910K | Sell |
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|
2024
Q2 | $1.06M | Buy |
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|
2024
Q1 | $868K | Sell |
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|
2023
Q4 | $891K | Sell |
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|
2023
Q3 | $734K | Buy |
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|
2023
Q2 | $562K | Buy |
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|
2023
Q1 | $546K | Buy |
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|
2022
Q4 | $340K | Sell |
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|
2022
Q3 | $278K | Buy |
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|
2022
Q2 | $247K | Sell |
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|
2022
Q1 | $331K | Sell |
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|
2021
Q4 | $649K | Sell |
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|
2021
Q3 | $836K | Buy |
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|
2021
Q2 | $220K | Sell |
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|
2021
Q1 | $288K | Buy |
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|
2020
Q4 | $183K | Sell |
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|
2020
Q3 | $163K | Buy |
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|
2020
Q2 | $141K | Buy |
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|
2020
Q1 | $104K | Buy |
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|
2019
Q4 | $137K | Sell |
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|
2019
Q3 | $126K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $2.15M | Buy |
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|
2018
Q4 | $1.49M | Sell |
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|
2018
Q3 | $2.32M | Buy |
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|
2018
Q2 | $2.15M | Buy |
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|
2018
Q1 | $2.08M | Buy |
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