Steward Partners Investment Advisory’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 | $355K | Buy |
10,488
+6,496
| +163% | +$220K | ﹤0.01% | 1471 |
|
|
2025
Q1 | $122K | Buy |
3,992
+1,003
| +34% | +$30.7K | ﹤0.01% | 1907 |
|
|
2024
Q4 | $90.6K | Buy |
2,989
+887
| +42% | +$26.9K | ﹤0.01% | 2030 |
|
|
2024
Q3 | $65K | Sell |
2,102
-1,242
| -37% | -$38.4K | ﹤0.01% | 2105 |
|
|
2024
Q2 | $98.8K | Sell |
3,344
-659
| -16% | -$19.5K | ﹤0.01% | 1782 |
|
|
2024
Q1 | $123K | Buy |
4,003
+2,334
| +140% | +$71.7K | ﹤0.01% | 1655 |
|
|
2023
Q4 | $51.6K | Sell |
1,669
-734
| -31% | -$22.7K | ﹤0.01% | 1977 |
|
|
2023
Q3 | $59.2K | Buy |
2,403
+712
| +42% | +$17.6K | ﹤0.01% | 1834 |
|
|
2023
Q2 | $34.3K | Buy |
1,691
+754
| +80% | +$15.3K | ﹤0.01% | 2042 |
|
|
2023
Q1 | $20K | Sell |
937
-417
| -31% | -$8.9K | ﹤0.01% | 2249 |
|
|
2022
Q4 | $25.3K | Buy |
1,354
+239
| +21% | +$4.46K | ﹤0.01% | 2128 |
|
|
2022
Q3 | $16K | Buy |
1,115
+274
| +33% | +$3.93K | ﹤0.01% | 2328 |
|
|
2022
Q2 | $14K | Hold |
841
| – | – | ﹤0.01% | 2394 |
|
|
2022
Q1 | $16K | Hold |
841
| – | – | ﹤0.01% | 2474 |
|
|
2021
Q4 | $15K | Sell |
841
-142
| -14% | -$2.53K | ﹤0.01% | 2450 |
|
|
2021
Q3 | $16K | Buy |
983
+37
| +4% | +$602 | ﹤0.01% | 2431 |
|
|
2021
Q2 | $14K | Sell |
946
-395
| -29% | -$5.85K | ﹤0.01% | 5619 |
|
|
2021
Q1 | $20.8K | Buy |
1,341
+1,057
| +372% | +$16.4K | ﹤0.01% | 2460 |
|
|
2020
Q4 | $4K | Sell |
284
-2,422
| -90% | -$34.1K | ﹤0.01% | 2589 |
|
|
2020
Q3 | $30K | Buy |
2,706
+2,317
| +596% | +$25.7K | ﹤0.01% | 1730 |
|
|
2020
Q2 | $4K | Sell |
389
-2,158
| -85% | -$22.2K | ﹤0.01% | 2344 |
|
|
2020
Q1 | $23K | Buy |
2,547
+1,855
| +268% | +$16.8K | ﹤0.01% | 1566 |
|
|
2019
Q4 | $8K | Sell |
692
-862
| -55% | -$9.97K | ﹤0.01% | 2111 |
|
|
2019
Q3 | $17K | Sell |
1,554
-311
| -17% | -$3.4K | ﹤0.01% | 1790 |
|
|
2019
Q2 | $22K | Buy |
+1,865
| New | +$22K | ﹤0.01% | 1677 |
|
|
2018
Q4 | – | Sell |
-500
| Closed | -$8K | – | 2076 |
|
|
2018
Q3 | $8K | Sell |
500
-375
| -43% | -$6K | ﹤0.01% | 1985 |
|
|
2018
Q2 | $14K | Buy |
875
+586
| +203% | +$9.38K | ﹤0.01% | 1630 |
|
|
2018
Q1 | $5K | Buy |
+289
| New | +$5K | ﹤0.01% | 1811 |
|