Seven Mile Advisory’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 | $220K | Sell |
6,514
-1,143
| -15% | -$38.7K | 0.13% | 160 |
|
|
2025
Q1 | $235K | Sell |
7,657
-182
| -2% | -$5.58K | 0.16% | 144 |
|
|
2024
Q4 | $238K | Buy |
7,839
+241
| +3% | +$7.31K | 0.15% | 129 |
|
|
2024
Q3 | $235K | Buy |
7,598
+459
| +6% | +$14.2K | 0.16% | 139 |
|
|
2024
Q2 | $211K | Sell |
7,139
-113
| -2% | -$3.34K | 0.16% | 134 |
|
|
2024
Q1 | $223K | Buy |
7,252
+180
| +3% | +$5.53K | 0.17% | 133 |
|
|
2023
Q4 | $219K | Buy |
+7,072
| New | +$219K | 0.19% | 122 |
|