Washington Trust’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 | – | Sell |
-1,374
| Closed | -$42.1K | – | 689 |
|
|
2025
Q1 | $42.1K | Sell |
1,374
-578
| -30% | -$17.7K | ﹤0.01% | 427 |
|
|
2024
Q4 | $59.2K | Hold |
1,952
| – | – | ﹤0.01% | 416 |
|
|
2024
Q3 | $60.3K | Hold |
1,952
| – | – | ﹤0.01% | 431 |
|
|
2024
Q2 | $57.7K | Hold |
1,952
| – | – | ﹤0.01% | 429 |
|
|
2024
Q1 | $60K | Hold |
1,952
| – | – | ﹤0.01% | 430 |
|
|
2023
Q4 | $60.3K | Hold |
1,952
| – | – | ﹤0.01% | 398 |
|
|
2023
Q3 | $48.1K | Buy |
+1,952
| New | +$48.1K | ﹤0.01% | 400 |
|