Transatlantique Private 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 | $1.82M | Buy |
53,878
+11,309
| +27% | +$383K | 0.67% | 41 |
|
|
2025
Q1 | $1.29M | Buy |
42,569
+6,133
| +17% | +$186K | 0.52% | 54 |
|
|
2024
Q4 | $1.11M | Buy |
36,436
+1,241
| +4% | +$37.9K | 0.42% | 71 |
|
|
2024
Q3 | $1.08M | Buy |
35,195
+5,688
| +19% | +$175K | 0.41% | 72 |
|
|
2024
Q2 | $868K | Buy |
29,507
+285
| +1% | +$8.39K | 0.35% | 79 |
|
|
2024
Q1 | $899K | Sell |
29,222
-60,566
| -67% | -$1.86M | 0.39% | 84 |
|
|
2023
Q4 | $2.8M | Buy |
89,788
+2,437
| +3% | +$75.9K | 1.3% | 10 |
|
|
2023
Q3 | $2.17M | Buy |
+87,351
| New | +$2.17M | 1.16% | 15 |
|