TD Private Client Wealth’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 | $33.1K | Sell |
978
-923
| -49% | -$31.2K | ﹤0.01% | 908 |
|
|
2025
Q1 | $58.2K | Sell |
1,901
-10,867
| -85% | -$333K | ﹤0.01% | 786 |
|
|
2024
Q4 | $387K | Sell |
12,768
-45
| -0.4% | -$1.36K | 0.01% | 486 |
|
|
2024
Q3 | $396K | Buy |
12,813
+394
| +3% | +$12.2K | 0.01% | 480 |
|
|
2024
Q2 | $367K | Buy |
12,419
+10,709
| +626% | +$316K | 0.01% | 481 |
|
|
2024
Q1 | $52.5K | Sell |
1,710
-360
| -17% | -$11.1K | ﹤0.01% | 805 |
|
|
2023
Q4 | $64K | Sell |
2,070
-50
| -2% | -$1.55K | ﹤0.01% | 779 |
|
|
2023
Q3 | $52.3K | Buy |
2,120
+138
| +7% | +$3.4K | ﹤0.01% | 766 |
|
|
2023
Q2 | $40.2K | Sell |
1,982
-77
| -4% | -$1.56K | ﹤0.01% | 819 |
|
|
2023
Q1 | $43.9K | Sell |
2,059
-4,294
| -68% | -$91.6K | ﹤0.01% | 793 |
|
|
2022
Q4 | $119K | Buy |
6,353
+339
| +6% | +$6.33K | 0.01% | 606 |
|
|
2022
Q3 | $87.3K | Sell |
6,014
-508
| -8% | -$7.37K | ﹤0.01% | 639 |
|
|
2022
Q2 | $106K | Buy |
6,522
+72
| +1% | +$1.17K | 0.01% | 605 |
|
|
2022
Q1 | $126K | Buy |
6,450
+146
| +2% | +$2.85K | 0.01% | 609 |
|
|
2021
Q4 | $113K | Buy |
6,304
+86
| +1% | +$1.54K | ﹤0.01% | 624 |
|
|
2021
Q3 | $99.1K | Sell |
6,218
-14
| -0.2% | -$223 | ﹤0.01% | 631 |
|
|
2021
Q2 | $95.6K | Buy |
6,232
+188
| +3% | +$2.88K | ﹤0.01% | 624 |
|
|
2021
Q1 | $93.9K | Sell |
6,044
-208
| -3% | -$3.23K | ﹤0.01% | 606 |
|
|
2020
Q4 | $88.3K | Sell |
6,252
-157
| -2% | -$2.22K | ﹤0.01% | 574 |
|
|
2020
Q3 | $71.5K | Hold |
6,409
| – | – | ﹤0.01% | 566 |
|
|
2020
Q2 | $74K | Sell |
6,409
-100
| -2% | -$1.15K | ﹤0.01% | 552 |
|
|
2020
Q1 | $60.3K | Buy |
6,509
+611
| +10% | +$5.66K | ﹤0.01% | 557 |
|
|
2019
Q4 | $74.2K | Buy |
+5,898
| New | +$74.2K | ﹤0.01% | 556 |
|