Seed Wealth Management’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
Q3 | $490K | Sell |
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|
2025
Q2 | $414K | Sell |
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|
2025
Q1 | $402K | Hold |
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|
2024
Q4 | $398K | Hold |
|
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|
2024
Q3 | $406K | Hold |
|
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|
2024
Q2 | $388K | Buy |
|
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|
2024
Q1 | $373K | Sell |
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|
2023
Q4 | $399K | Hold |
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|
2023
Q3 | $324K | Hold |
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|
2023
Q2 | $266K | Hold |
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|
2023
Q1 | $280K | Hold |
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|
2022
Q4 | $245K | Buy |
|