United Capital Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $821K | Buy |
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|
2025
Q2 | $639K | Sell |
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|
2025
Q1 | $657K | Buy |
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|
2024
Q4 | $633K | Sell |
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|
2024
Q3 | $731K | Sell |
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|
2024
Q2 | $710K | Buy |
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|
2024
Q1 | $721K | Sell |
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|
2023
Q4 | $806K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $125K | Sell |
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|
2019
Q1 | $198K | Buy |
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|
2018
Q4 | $150K | Sell |
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|
2018
Q3 | $293K | Buy |
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|
2018
Q2 | $197K | Buy |
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|
2018
Q1 | $199K | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $277K | Buy |
|