Rothschild Investment LLC’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 | $115K | Sell |
3,404
-398
| -10% | -$13.5K | 0.01% | 613 |
|
|
2025
Q1 | $116K | Sell |
3,802
-11
| -0.3% | -$337 | 0.01% | 600 |
|
|
2024
Q4 | $116K | Buy |
3,813
+56
| +1% | +$1.7K | 0.01% | 606 |
|
|
2024
Q3 | $116K | Buy |
3,757
+234
| +7% | +$7.23K | 0.01% | 620 |
|
|
2024
Q2 | $104K | Buy |
3,523
+953
| +37% | +$28.2K | 0.01% | 614 |
|
|
2024
Q1 | $79K | Buy |
2,570
+211
| +9% | +$6.48K | 0.01% | 642 |
|
|
2023
Q4 | $72.9K | Buy |
+2,359
| New | +$72.9K | 0.01% | 599 |
|