SWM
Seed Wealth Management’s UBS Group UBS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $414K | Sell |
12,245
-890
| -7% | -$30.1K | 0.31% | 84 |
|
|
2025
Q1 | $402K | Hold |
13,135
| – | – | 0.33% | 80 |
|
|
2024
Q4 | $398K | Hold |
13,135
| – | – | 0.32% | 80 |
|
|
2024
Q3 | $406K | Hold |
13,135
| – | – | 0.32% | 80 |
|
|
2024
Q2 | $388K | Buy |
13,135
+890
| +7% | +$26.3K | 0.34% | 76 |
|
|
2024
Q1 | $373K | Sell |
12,245
-890
| -7% | -$27.1K | 0.36% | 73 |
|
|
2023
Q4 | $399K | Hold |
13,135
| – | – | 0.4% | 65 |
|
|
2023
Q3 | $324K | Hold |
13,135
| – | – | 0.36% | 75 |
|
|
2023
Q2 | $266K | Hold |
13,135
| – | – | 0.28% | 92 |
|
|
2023
Q1 | $280K | Hold |
13,135
| – | – | 0.32% | 80 |
|
|
2022
Q4 | $245K | Buy |
+13,135
| New | +$245K | 0.28% | 91 |
|