Smartleaf Asset Management’s UBS Group UBS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $257K | Sell |
7,679
-4,789
| -38% | -$160K | 0.02% | 520 |
|
|
2025
Q1 | $393K | Buy |
12,468
+2,796
| +29% | +$88.2K | 0.04% | 410 |
|
|
2024
Q4 | $296K | Buy |
9,672
+6,269
| +184% | +$192K | 0.03% | 441 |
|
|
2024
Q3 | $106K | Buy |
3,403
+2,119
| +165% | +$65.8K | 0.01% | 699 |
|
|
2024
Q2 | $37.8K | Buy |
1,284
+892
| +228% | +$26.3K | 0.01% | 824 |
|
|
2024
Q1 | $12.3K | Buy |
+392
| New | +$12.3K | ﹤0.01% | 969 |
|