Venturi Wealth Management’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 | $336K | Buy |
9,947
+1,859
| +23% | +$62.9K | 0.02% | 397 |
|
|
2025
Q1 | $248K | Buy |
8,088
+184
| +2% | +$5.64K | 0.01% | 491 |
|
|
2024
Q4 | $240K | Buy |
7,904
+174
| +2% | +$5.28K | 0.01% | 499 |
|
|
2024
Q3 | $239K | Buy |
7,730
+3,634
| +89% | +$112K | 0.01% | 422 |
|
|
2024
Q2 | $121K | Buy |
+4,096
| New | +$121K | 0.01% | 476 |
|