swisspartners Advisors’s UBS Group UBS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $473K | Sell |
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|
2025
Q1 | $1.78M | Buy |
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|
2024
Q4 | $388K | Hold |
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|
2024
Q3 | $365K | Hold |
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|
2024
Q2 | $370K | Hold |
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|
2024
Q1 | $388K | Hold |
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|
2023
Q4 | $365K | Hold |
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|
2023
Q3 | $318K | Hold |
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|
2023
Q2 | $283K | Hold |
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|
2023
Q1 | $295K | Hold |
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|
2022
Q4 | $261K | Hold |
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|
2022
Q3 | $205K | Hold |
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|
2022
Q2 | $233K | Hold |
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|
2022
Q1 | $275K | Hold |
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|
2021
Q4 | $256K | Hold |
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|
2021
Q3 | $225K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $217K | Hold |
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|
2020
Q4 | $194K | Buy |
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