RFWA
RPg Family Wealth Advisory’s UBS Group UBS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.25M | Sell |
155,348
-126,682
| -45% | -$4.28M | 1.4% | 27 |
|
|
2025
Q1 | $8.64M | Buy |
282,030
+5,261
| +2% | +$161K | 2.46% | 9 |
|
|
2024
Q4 | $8.39M | Buy |
276,769
+10,819
| +4% | +$328K | 2.97% | 10 |
|
|
2024
Q3 | $8.22M | Buy |
265,950
+1,866
| +0.7% | +$57.7K | 2.65% | 12 |
|
|
2024
Q2 | $7.8M | Sell |
264,084
-182
| -0.1% | -$5.38K | 2.57% | 7 |
|
|
2024
Q1 | $8.12M | Buy |
264,266
+131,838
| +100% | +$4.05M | 2.57% | 4 |
|
|
2023
Q4 | $4.09M | Buy |
+132,428
| New | +$4.09M | 1.51% | 28 |
|
|
2018
Q4 | – | Sell |
-687
| Closed | -$10.8K | – | 267 |
|
|
2018
Q3 | $10.8K | Buy |
+687
| New | +$10.8K | 0.01% | 244 |
|
|
2016
Q3 | – | Sell |
-1,042
| Closed | -$13.5K | – | 269 |
|
|
2016
Q2 | $13.5K | Sell |
1,042
-530
| -34% | -$6.87K | 0.01% | 229 |
|
|
2016
Q1 | $25.2K | Sell |
1,572
-7
| -0.4% | -$112 | 0.02% | 169 |
|
|
2015
Q4 | $30.6K | Buy |
+1,579
| New | +$30.6K | 0.03% | 122 |
|