Sivia Capital Partners’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 | $484K | Buy |
14,300
+639
| +5% | +$21.6K | 0.14% | 134 |
|
|
2025
Q1 | $418K | Buy |
13,661
+501
| +4% | +$15.3K | 0.2% | 95 |
|
|
2024
Q4 | $399K | Sell |
13,160
-234
| -2% | -$7.1K | 0.2% | 76 |
|
|
2024
Q3 | $414K | Sell |
13,394
-284
| -2% | -$8.78K | 0.24% | 72 |
|
|
2024
Q2 | $404K | Buy |
13,678
+796
| +6% | +$23.5K | 0.27% | 63 |
|
|
2024
Q1 | $396K | Sell |
12,882
-188
| -1% | -$5.78K | 0.27% | 66 |
|
|
2023
Q4 | $404K | Buy |
+13,070
| New | +$404K | 0.31% | 57 |
|