Summit Securities Group’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 | $98.7K | Sell |
2,919
-8,982
| -75% | -$304K | 0.02% | 262 |
|
|
2025
Q1 | $365K | Buy |
+11,901
| New | +$365K | 0.06% | 61 |
|
|
2023
Q3 | – | Sell |
-16,769
| Closed | -$339K | – | 851 |
|
|
2023
Q2 | $339K | Buy |
16,769
+16,669
| +16,669% | +$337K | 0.04% | 91 |
|
|
2023
Q1 | $2K | Sell |
100
-3,291
| -97% | -$65.8K | ﹤0.01% | 596 |
|
|
2022
Q4 | $63K | Buy |
+3,391
| New | +$63K | ﹤0.01% | 463 |
|
|
2015
Q4 | – | Sell |
-1,600
| Closed | -$30K | – | 388 |
|
|
2015
Q3 | $30K | Sell |
1,600
-200
| -11% | -$3.75K | 0.02% | 164 |
|
|
2015
Q2 | $38K | Buy |
+1,800
| New | +$38K | 0.02% | 255 |
|