Thurston Springer Miller Herd & Titak’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
$9.7K Sell
287
-300
-51% -$10.1K ﹤0.01% 1151
2025
Q1
$18K Buy
587
+44
+8% +$1.35K ﹤0.01% 920
2024
Q4
$16.5K Buy
543
+359
+195% +$10.9K ﹤0.01% 775
2024
Q3
$5.69K Hold
184
﹤0.01% 1162
2024
Q2
$5.43K Buy
+184
New +$5.43K ﹤0.01% 1153