RPg Family Wealth Advisory’s UBS Group UBS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.25M | Sell |
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|
2025
Q1 | $8.64M | Buy |
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|
2024
Q4 | $8.39M | Buy |
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|
2024
Q3 | $8.22M | Buy |
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|
2024
Q2 | $7.8M | Sell |
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|
2024
Q1 | $8.12M | Buy |
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|
2023
Q4 | $4.09M | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $10.8K | Buy |
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|
2016
Q3 | – | Sell |
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|
2016
Q2 | $13.5K | Sell |
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|
2016
Q1 | $25.2K | Sell |
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|
2015
Q4 | $30.6K | Buy |
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