Simon Quick 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 | $379K | Buy |
11,219
+3,009
| +37% | +$102K | 0.02% | 526 |
|
|
2025
Q1 | $251K | Buy |
+8,210
| New | +$251K | 0.01% | 492 |
|
|
2017
Q4 | – | Sell |
-829
| Closed | -$14K | – | 588 |
|
|
2017
Q3 | $14K | Hold |
829
| – | – | 0.01% | 394 |
|
|
2017
Q2 | $14K | Hold |
829
| – | – | 0.01% | 220 |
|
|
2017
Q1 | $13K | Buy |
+829
| New | +$13K | 0.01% | 241 |
|