United Capital Financial 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 | $639K | Sell |
18,887
-2,572
| -12% | -$87K | 0.01% | 715 |
|
|
2025
Q1 | $657K | Buy |
21,459
+576
| +3% | +$17.6K | 0.01% | 667 |
|
|
2024
Q4 | $633K | Sell |
20,883
-2,773
| -12% | -$84.1K | 0.01% | 666 |
|
|
2024
Q3 | $731K | Sell |
23,656
-385
| -2% | -$11.9K | 0.01% | 619 |
|
|
2024
Q2 | $710K | Buy |
24,041
+572
| +2% | +$16.9K | 0.01% | 609 |
|
|
2024
Q1 | $721K | Sell |
23,469
-2,615
| -10% | -$80.3K | 0.01% | 637 |
|
|
2023
Q4 | $806K | Buy |
+26,084
| New | +$806K | 0.01% | 596 |
|
|
2019
Q3 | – | Sell |
-10,552
| Closed | -$125K | – | 1459 |
|
|
2019
Q2 | $125K | Sell |
10,552
-5,798
| -35% | -$68.7K | ﹤0.01% | 1378 |
|
|
2019
Q1 | $198K | Buy |
16,350
+4,270
| +35% | +$51.7K | ﹤0.01% | 1256 |
|
|
2018
Q4 | $150K | Sell |
12,080
-6,567
| -35% | -$81.5K | ﹤0.01% | 1222 |
|
|
2018
Q3 | $293K | Buy |
18,647
+5,781
| +45% | +$90.8K | ﹤0.01% | 1118 |
|
|
2018
Q2 | $197K | Buy |
12,866
+1,606
| +14% | +$24.6K | ﹤0.01% | 1232 |
|
|
2018
Q1 | $199K | Buy |
+11,260
| New | +$199K | ﹤0.01% | 1239 |
|
|
2015
Q4 | – | Sell |
-14,977
| Closed | -$277K | – | 1291 |
|
|
2015
Q3 | $277K | Buy |
+14,977
| New | +$277K | ﹤0.01% | 1077 |
|