U.S. Capital Wealth Advisors’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 | $631K | Buy |
18,666
+975
| +6% | +$33K | 0.02% | 542 |
|
|
2025
Q1 | $542K | Buy |
17,691
+3,536
| +25% | +$108K | 0.02% | 573 |
|
|
2024
Q4 | $429K | Buy |
14,155
+4,675
| +49% | +$142K | 0.01% | 599 |
|
|
2024
Q3 | $293K | Sell |
9,480
-1,421
| -13% | -$43.9K | 0.01% | 595 |
|
|
2024
Q2 | $322K | Buy |
10,901
+591
| +6% | +$17.5K | 0.01% | 553 |
|
|
2024
Q1 | $317K | Sell |
10,310
-1,395
| -12% | -$42.9K | 0.01% | 555 |
|
|
2023
Q4 | $362K | Buy |
+11,705
| New | +$362K | 0.01% | 519 |
|
|
2023
Q1 | – | Sell |
-271
| Closed | -$5.06K | – | 1472 |
|
|
2022
Q4 | $5.06K | Buy |
+271
| New | +$5.06K | ﹤0.01% | 1380 |
|