Summit Trail Advisors’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 | $234K | Sell |
6,908
-512
| -7% | -$17.3K | ﹤0.01% | 1007 |
|
|
2025
Q1 | $227K | Buy |
+7,420
| New | +$227K | 0.01% | 362 |
|
|
2018
Q4 | – | Sell |
-22,146
| Closed | -$348K | – | 219 |
|
|
2018
Q3 | $348K | Buy |
22,146
+1,833
| +9% | +$28.8K | 0.08% | 134 |
|
|
2018
Q2 | $312K | Sell |
20,313
-94,206
| -82% | -$1.45M | 0.11% | 104 |
|
|
2018
Q1 | $1.53M | Buy |
114,519
+24,530
| +27% | +$327K | 0.26% | 83 |
|
|
2017
Q4 | $1.83M | Buy |
+89,989
| New | +$1.83M | 0.23% | 83 |
|