Syverson Strege & Co’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 | $233K | Buy |
+6,891
| New | +$233K | 0.06% | 145 |
|
|
2023
Q2 | – | Sell |
-811
| Closed | -$17.3K | – | 583 |
|
|
2023
Q1 | $17.3K | Buy |
+811
| New | +$17.3K | 0.01% | 196 |
|
|
2021
Q4 | – | Sell |
-931
| Closed | -$15K | – | 475 |
|
|
2021
Q3 | $15K | Buy |
+931
| New | +$15K | 0.01% | 204 |
|