TD Private Client Wealth’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 | $33.1K | Sell |
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|
2025
Q1 | $58.2K | Sell |
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|
2024
Q4 | $387K | Sell |
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|
2024
Q3 | $396K | Buy |
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|
2024
Q2 | $367K | Buy |
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|
2024
Q1 | $52.5K | Sell |
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|
2023
Q4 | $64K | Sell |
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|
2023
Q3 | $52.3K | Buy |
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|
2023
Q2 | $40.2K | Sell |
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|
2023
Q1 | $43.9K | Sell |
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|
2022
Q4 | $119K | Buy |
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|
2022
Q3 | $87.3K | Sell |
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|
2022
Q2 | $106K | Buy |
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|
2022
Q1 | $126K | Buy |
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|
2021
Q4 | $113K | Buy |
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|
2021
Q3 | $99.1K | Sell |
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|
2021
Q2 | $95.6K | Buy |
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|
2021
Q1 | $93.9K | Sell |
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|
2020
Q4 | $88.3K | Sell |
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|
2020
Q3 | $71.5K | Hold |
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|
2020
Q2 | $74K | Sell |
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|
2020
Q1 | $60.3K | Buy |
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|
2019
Q4 | $74.2K | Buy |
|