Traveka 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 | $229K | Sell |
6,761
-1,829
| -21% | -$61.9K | 0.12% | 125 |
|
|
2025
Q1 | $263K | Buy |
8,590
+736
| +9% | +$22.5K | 0.15% | 111 |
|
|
2024
Q4 | $238K | Buy |
7,854
+72
| +0.9% | +$2.18K | 0.13% | 118 |
|
|
2024
Q3 | $241K | Buy |
7,782
+316
| +4% | +$9.77K | 0.12% | 113 |
|
|
2024
Q2 | $221K | Buy |
7,466
+435
| +6% | +$12.9K | 0.11% | 113 |
|
|
2024
Q1 | $216K | Buy |
7,031
+335
| +5% | +$10.3K | 0.1% | 117 |
|
|
2023
Q4 | $207K | Buy |
+6,696
| New | +$207K | 0.1% | 116 |
|