Spire Wealth Management’s UBS Group UBS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $506K | Sell |
|
|||||
|
2025
Q2 | $454K | Buy |
|
|||||
|
2025
Q1 | $410K | Buy |
|
|||||
|
2024
Q4 | $400K | Sell |
|
|||||
|
2024
Q3 | $420K | Sell |
|
|||||
|
2024
Q2 | $413K | Sell |
|
|||||
|
2024
Q1 | $553K | Sell |
|
|||||
|
2023
Q4 | $667K | Sell |
|
|||||
|
2023
Q3 | $583K | Sell |
|
|||||
|
2023
Q2 | $483K | Buy |
|
|||||
|
2023
Q1 | $458K | Sell |
|
|||||
|
2022
Q4 | $474K | Buy |
|
|||||
|
2022
Q3 | $301K | Sell |
|
|||||
|
2022
Q2 | $354K | Buy |
|
|||||
|
2022
Q1 | $421K | Sell |
|
|||||
|
2021
Q4 | $435K | Buy |
|
|||||
|
2021
Q3 | $343K | Buy |
|
|||||
|
2021
Q2 | $325K | Sell |
|
|||||
|
2021
Q1 | $346K | Buy |
|