Sax Wealth 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 | $466K | Sell |
13,774
-862
| -6% | -$29.2K | 0.03% | 269 |
|
|
2025
Q1 | $448K | Buy |
14,636
+3,375
| +30% | +$103K | 0.03% | 235 |
|
|
2024
Q4 | $341K | Sell |
11,261
-1,582
| -12% | -$48K | 0.03% | 245 |
|
|
2024
Q3 | $397K | Buy |
12,843
+1,070
| +9% | +$33.1K | 0.04% | 186 |
|
|
2024
Q2 | $348K | Buy |
+11,773
| New | +$348K | 0.03% | 186 |
|