Snowden Capital 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 | $1.19M | Sell |
35,319
-1,095
| -3% | -$37K | 0.04% | 458 |
|
|
2025
Q1 | $1.12M | Sell |
36,414
-990
| -3% | -$30.3K | 0.04% | 472 |
|
|
2024
Q4 | $1.13M | Sell |
37,404
-342
| -0.9% | -$10.4K | 0.04% | 468 |
|
|
2024
Q3 | $1.17M | Sell |
37,746
-1,442
| -4% | -$44.6K | 0.03% | 474 |
|
|
2024
Q2 | $1.16M | Sell |
39,188
-1,034
| -3% | -$30.5K | 0.03% | 465 |
|
|
2024
Q1 | $1.24M | Sell |
40,222
-2,881
| -7% | -$88.5K | 0.04% | 444 |
|
|
2023
Q4 | $1.33M | Buy |
43,103
+33,228
| +336% | +$1.03M | 0.05% | 365 |
|
|
2023
Q3 | $243K | Sell |
9,875
-4,725
| -32% | -$116K | 0.01% | 932 |
|
|
2023
Q2 | $296K | Buy |
+14,600
| New | +$296K | 0.01% | 959 |
|
|
2022
Q1 | – | Sell |
-331
| Closed | -$5K | – | 1998 |
|
|
2021
Q4 | $5K | Buy |
+331
| New | +$5K | ﹤0.01% | 1722 |
|