TCPG
Trivant Custom Portfolio Group’s UBS Group UBS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.18M | Buy |
64,529
+374
| +0.6% | +$12.6K | 1.2% | 23 |
|
|
2025
Q1 | $1.97M | Buy |
64,155
+32,094
| +100% | +$983K | 1.13% | 25 |
|
|
2024
Q4 | $972K | Sell |
32,061
-859
| -3% | -$26K | 0.57% | 43 |
|
|
2024
Q3 | $1.02M | Sell |
32,920
-230
| -0.7% | -$7.11K | 0.59% | 44 |
|
|
2024
Q2 | $979K | Buy |
+33,150
| New | +$979K | 0.6% | 44 |
|