Sequoia Financial 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 | $1.17M | Sell |
34,541
-2,732
| -7% | -$92.4K | 0.01% | 632 |
|
|
2025
Q1 | $1.14M | Buy |
37,273
+2,274
| +6% | +$69.7K | 0.01% | 572 |
|
|
2024
Q4 | $1.06M | Buy |
34,999
+771
| +2% | +$23.4K | 0.01% | 559 |
|
|
2024
Q3 | $1.06M | Sell |
34,228
-594
| -2% | -$18.4K | 0.01% | 526 |
|
|
2024
Q2 | $1.03M | Buy |
34,822
+1,083
| +3% | +$32K | 0.01% | 472 |
|
|
2024
Q1 | $1.04M | Buy |
33,739
+1,332
| +4% | +$40.9K | 0.01% | 467 |
|
|
2023
Q4 | $1M | Sell |
32,407
-1,288
| -4% | -$39.8K | 0.01% | 524 |
|
|
2023
Q3 | $831K | Buy |
33,695
+3,647
| +12% | +$89.9K | 0.01% | 381 |
|
|
2023
Q2 | $609K | Buy |
30,048
+3,888
| +15% | +$78.8K | 0.01% | 459 |
|
|
2023
Q1 | $558K | Buy |
26,160
+521
| +2% | +$11.1K | 0.01% | 435 |
|
|
2022
Q4 | $479K | Buy |
25,639
+8,451
| +49% | +$158K | 0.01% | 443 |
|
|
2022
Q3 | $249K | Sell |
17,188
-408
| -2% | -$5.91K | 0.01% | 442 |
|
|
2022
Q2 | $285K | Buy |
17,596
+1,770
| +11% | +$28.7K | 0.01% | 451 |
|
|
2022
Q1 | $309K | Buy |
15,826
+4,466
| +39% | +$87.2K | 0.01% | 495 |
|
|
2021
Q4 | $203K | Buy |
+11,360
| New | +$203K | 0.01% | 551 |
|