Sequoia Financial Advisors’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
Q2 | $1.17M | Sell |
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|
2025
Q1 | $1.14M | Buy |
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|
2024
Q4 | $1.06M | Buy |
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|
2024
Q3 | $1.06M | Sell |
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|
2024
Q2 | $1.03M | Buy |
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|
2024
Q1 | $1.04M | Buy |
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|
2023
Q4 | $1M | Sell |
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|
2023
Q3 | $831K | Buy |
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|
2023
Q2 | $609K | Buy |
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|
2023
Q1 | $558K | Buy |
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|
2022
Q4 | $479K | Buy |
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|
2022
Q3 | $249K | Sell |
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|
2022
Q2 | $285K | Buy |
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|
2022
Q1 | $309K | Buy |
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|
2021
Q4 | $203K | Buy |
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