UBS Group’s Prestige Wealth PWM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.66K | Sell |
15,978
-3,019
| -16% | -$1.07K | ﹤0.01% | 7829 |
|
|
2025
Q1 | $7.79K | Sell |
18,997
-20,681
| -52% | -$8.48K | ﹤0.01% | 7483 |
|
|
2024
Q4 | $51.6K | Buy |
39,678
+32,581
| +459% | +$42.4K | ﹤0.01% | 6049 |
|
|
2024
Q3 | $5.86K | Buy |
7,097
+3,860
| +119% | +$3.19K | ﹤0.01% | 6807 |
|
|
2024
Q2 | $2.99K | Buy |
+3,237
| New | +$2.99K | ﹤0.01% | 7110 |
|
|
2023
Q4 | – | Sell |
-1,352
| Closed | -$4.49K | – | 8455 |
|
|
2023
Q3 | $4.49K | Buy |
+1,352
| New | +$4.49K | ﹤0.01% | 6297 |
|