U.S. Capital Wealth Advisors’s UBS Group UBS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $779K | Buy |
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|
2025
Q4 | $922K | Buy |
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|
2025
Q3 | $805K | Buy |
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|
2025
Q2 | $631K | Buy |
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|
2025
Q1 | $542K | Buy |
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|
2024
Q4 | $429K | Buy |
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|
2024
Q3 | $293K | Sell |
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|
2024
Q2 | $322K | Buy |
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|
2024
Q1 | $317K | Sell |
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|
2023
Q4 | $362K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $5.06K | Buy |
|