Spire Wealth Management’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 | $454K | Buy |
13,424
+23
| +0.2% | +$778 | 0.02% | 533 |
|
|
2025
Q1 | $410K | Buy |
13,401
+210
| +2% | +$6.43K | 0.01% | 630 |
|
|
2024
Q4 | $400K | Sell |
13,191
-383
| -3% | -$11.6K | 0.01% | 626 |
|
|
2024
Q3 | $420K | Sell |
13,574
-423
| -3% | -$13.1K | 0.01% | 559 |
|
|
2024
Q2 | $413K | Sell |
13,997
-3,990
| -22% | -$118K | 0.01% | 530 |
|
|
2024
Q1 | $553K | Sell |
17,987
-5,000
| -22% | -$154K | 0.01% | 496 |
|
|
2023
Q4 | $667K | Sell |
22,987
-679
| -3% | -$19.7K | 0.02% | 450 |
|
|
2023
Q3 | $583K | Sell |
23,666
-166
| -0.7% | -$4.09K | 0.02% | 448 |
|
|
2023
Q2 | $483K | Buy |
23,832
+2,352
| +11% | +$47.7K | 0.02% | 493 |
|
|
2023
Q1 | $458K | Sell |
21,480
-3,920
| -15% | -$83.7K | 0.02% | 514 |
|
|
2022
Q4 | $474K | Buy |
25,400
+4,677
| +23% | +$87.3K | 0.03% | 366 |
|
|
2022
Q3 | $301K | Sell |
20,723
-1,072
| -5% | -$15.6K | 0.02% | 443 |
|
|
2022
Q2 | $354K | Buy |
21,795
+249
| +1% | +$4.04K | 0.01% | 578 |
|
|
2022
Q1 | $421K | Sell |
21,546
-2,822
| -12% | -$55.1K | 0.01% | 628 |
|
|
2021
Q4 | $435K | Buy |
24,368
+2,822
| +13% | +$50.4K | 0.01% | 749 |
|
|
2021
Q3 | $343K | Buy |
21,546
+375
| +2% | +$5.97K | 0.01% | 712 |
|
|
2021
Q2 | $325K | Sell |
21,171
-1,068
| -5% | -$16.4K | 0.01% | 746 |
|
|
2021
Q1 | $346K | Buy |
+22,239
| New | +$346K | 0.01% | 797 |
|