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Summit Securities Group’s UBS Group UBS Stock Holding History

Summit Securities Group’s Portfolio UBS Stock Details UBS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-2,919
Closed -$98.7K – 1370
2025
Q2 		$98.7K Sell
2,919
-8,982
-75% -$278K 0.02% 368
2025
Q1 		$365K Buy
+11,901
New +$397K 0.06% 133
2023
Q3 		– Sell
-16,769
Closed -$339K – 1027
2023
Q2 		$339K Buy
16,769
+16,669
+16,669% +$335K 0.04% 167
2023
Q1 		$2K Sell
100
-3,291
-97% -$68.7K ﹤0.01% 741
2022
Q4 		$63K Buy
+3,391
New +$57.7K ﹤0.01% 669
2015
Q4 		– Sell
-1,600
Closed -$30K – 446
2015
Q3 		$30K Sell
1,600
-200
-11% -$4.24K 0.02% 189
2015
Q2 		$38K Buy
+1,800
New +$37.6K 0.02% 255

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CCI
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Dodge & Cox
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Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return