Valeo 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 | $477K | Sell |
14,102
-844
| -6% | -$28.5K | 0.01% | 462 |
|
|
2025
Q1 | $458K | Buy |
14,946
+1,891
| +14% | +$57.9K | 0.01% | 432 |
|
|
2024
Q4 | $396K | Sell |
13,055
-16,838
| -56% | -$511K | 0.01% | 454 |
|
|
2024
Q3 | $924K | Buy |
29,893
+810
| +3% | +$25K | 0.03% | 274 |
|
|
2024
Q2 | $859K | Sell |
29,083
-61
| -0.2% | -$1.8K | 0.03% | 270 |
|
|
2024
Q1 | $797K | Buy |
29,144
+772
| +3% | +$21.1K | 0.03% | 272 |
|
|
2023
Q4 | $877K | Buy |
28,372
+11,500
| +68% | +$355K | 0.04% | 245 |
|
|
2023
Q3 | $416K | Buy |
16,872
+328
| +2% | +$8.09K | 0.02% | 380 |
|
|
2023
Q2 | $335K | Buy |
16,544
+4,319
| +35% | +$87.5K | 0.02% | 409 |
|
|
2023
Q1 | $261K | Buy |
+12,225
| New | +$261K | 0.01% | 482 |
|
|
2021
Q2 | – | Sell |
-6,571
| Closed | -$102K | – | 1635 |
|
|
2021
Q1 | $102K | Sell |
6,571
-784
| -11% | -$12.2K | ﹤0.01% | 597 |
|
|
2020
Q4 | $104K | Buy |
7,355
+6,281
| +585% | +$88.8K | 0.01% | 546 |
|
|
2020
Q3 | $12K | Sell |
1,074
-161
| -13% | -$1.8K | ﹤0.01% | 1008 |
|
|
2020
Q2 | $14K | Buy |
1,235
+326
| +36% | +$3.7K | ﹤0.01% | 1114 |
|
|
2020
Q1 | $9K | Hold |
909
| – | – | ﹤0.01% | 1096 |
|
|
2019
Q4 | $11K | Buy |
909
+82
| +10% | +$992 | ﹤0.01% | 1081 |
|
|
2019
Q3 | $9K | Buy |
827
+399
| +93% | +$4.34K | ﹤0.01% | 1053 |
|
|
2019
Q2 | $5K | Sell |
428
-3,814
| -90% | -$44.6K | ﹤0.01% | 1224 |
|
|
2019
Q1 | $51K | Buy |
4,242
+3,719
| +711% | +$44.7K | 0.01% | 544 |
|
|
2018
Q4 | $6K | Sell |
523
-3,226
| -86% | -$37K | ﹤0.01% | 1029 |
|
|
2018
Q3 | $51K | Sell |
3,749
-15
| -0.4% | -$204 | 0.01% | 539 |
|
|
2018
Q2 | $58K | Buy |
3,764
+2,089
| +125% | +$32.2K | 0.01% | 508 |
|
|
2018
Q1 | $30K | Sell |
1,675
-63
| -4% | -$1.13K | ﹤0.01% | 612 |
|
|
2017
Q4 | $32K | Buy |
1,738
+1,015
| +140% | +$18.7K | 0.01% | 570 |
|
|
2017
Q3 | $12K | Buy |
+723
| New | +$12K | ﹤0.01% | 661 |
|