Sage Mountain 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 | $358K | Sell |
10,591
-319
| -3% | -$10.8K | 0.02% | 294 |
|
|
2025
Q1 | $334K | Sell |
10,910
-25
| -0.2% | -$766 | 0.02% | 279 |
|
|
2024
Q4 | $332K | Sell |
10,935
-31
| -0.3% | -$940 | 0.02% | 274 |
|
|
2024
Q3 | $339K | Hold |
10,966
| – | – | 0.03% | 259 |
|
|
2024
Q2 | $324K | Buy |
10,966
+3,642
| +50% | +$108K | 0.03% | 235 |
|
|
2024
Q1 | $225K | Buy |
7,324
+286
| +4% | +$8.79K | 0.02% | 300 |
|
|
2023
Q4 | $217K | Buy |
+7,038
| New | +$217K | 0.03% | 254 |
|