SA
swisspartners Advisors’s UBS Group UBS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $473K | Sell |
14,000
-52,277
| -79% | -$1.77M | 0.45% | 19 |
|
|
2025
Q1 | $1.78M | Buy |
66,277
+52,277
| +373% | +$1.4M | 1.88% | 15 |
|
|
2024
Q4 | $388K | Hold |
14,000
| – | – | 0.42% | 22 |
|
|
2024
Q3 | $365K | Hold |
14,000
| – | – | 0.34% | 26 |
|
|
2024
Q2 | $370K | Hold |
14,000
| – | – | 0.37% | 26 |
|
|
2024
Q1 | $388K | Hold |
14,000
| – | – | 0.32% | 24 |
|
|
2023
Q4 | $365K | Hold |
14,000
| – | – | 0.32% | 25 |
|
|
2023
Q3 | $318K | Hold |
14,000
| – | – | 0.28% | 26 |
|
|
2023
Q2 | $283K | Hold |
14,000
| – | – | 0.23% | 26 |
|
|
2023
Q1 | $295K | Hold |
14,000
| – | – | 0.25% | 25 |
|
|
2022
Q4 | $261K | Hold |
14,000
| – | – | 0.23% | 25 |
|
|
2022
Q3 | $205K | Hold |
14,000
| – | – | 0.2% | 25 |
|
|
2022
Q2 | $233K | Hold |
14,000
| – | – | 0.2% | 23 |
|
|
2022
Q1 | $275K | Hold |
14,000
| – | – | 0.19% | 25 |
|
|
2021
Q4 | $256K | Hold |
14,000
| – | – | 0.18% | 28 |
|
|
2021
Q3 | $225K | Buy |
+14,000
| New | +$225K | 0.16% | 26 |
|
|
2021
Q2 | – | Sell |
-14,000
| Closed | -$217K | – | 37 |
|
|
2021
Q1 | $217K | Hold |
14,000
| – | – | 0.19% | 25 |
|
|
2020
Q4 | $194K | Buy |
+14,000
| New | +$194K | 0.17% | 22 |
|