WAAG
Wealth Alliance Advisory Group’s UBS Group UBS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.14M | Hold |
63,400
| – | – | 0.41% | 51 |
|
|
2025
Q1 | $1.94M | Hold |
63,400
| – | – | 0.4% | 48 |
|
|
2024
Q4 | $1.92M | Sell |
63,400
-167
| -0.3% | -$5.06K | 0.41% | 47 |
|
|
2024
Q3 | $1.96M | Hold |
63,567
| – | – | 0.41% | 47 |
|
|
2024
Q2 | $1.88M | Hold |
63,567
| – | – | 0.42% | 46 |
|
|
2024
Q1 | $1.95M | Sell |
63,567
-177
| -0.3% | -$5.44K | 0.45% | 43 |
|
|
2023
Q4 | $1.97M | Hold |
63,744
| – | – | 0.51% | 39 |
|
|
2023
Q3 | $1.57M | Hold |
63,744
| – | – | 0.47% | 39 |
|
|
2023
Q2 | $1.29M | Buy |
63,744
+1
| +0% | +$20 | 0.46% | 40 |
|
|
2023
Q1 | $1.36M | Hold |
63,743
| – | – | 0.51% | 36 |
|
|
2022
Q4 | $1.19M | Sell |
63,743
-33,406
| -34% | -$624K | 0.46% | 39 |
|
|
2022
Q3 | $1.41M | Sell |
97,149
-64
| -0.1% | -$929 | 0.62% | 31 |
|
|
2022
Q2 | $1.58M | Hold |
97,213
| – | – | 0.75% | 25 |
|
|
2022
Q1 | $1.9M | Hold |
97,213
| – | – | 0.82% | 26 |
|
|
2021
Q4 | $1.74M | Sell |
97,213
-275
| -0.3% | -$4.91K | 0.76% | 26 |
|
|
2021
Q3 | $1.55M | Hold |
97,488
| – | – | 0.76% | 26 |
|
|
2021
Q2 | $1.5M | Hold |
97,488
| – | – | 0.73% | 28 |
|
|
2021
Q1 | $1.51M | Hold |
97,488
| – | – | 0.78% | 27 |
|
|
2020
Q4 | $1.38M | Hold |
97,488
| – | – | 0.75% | 27 |
|
|
2020
Q3 | $1.09M | Hold |
97,488
| – | – | 0.64% | 31 |
|
|
2020
Q2 | $1.13M | Hold |
97,488
| – | – | 0.69% | 30 |
|
|
2020
Q1 | $903K | Hold |
97,488
| – | – | 0.7% | 32 |
|
|
2019
Q4 | $1.23M | Hold |
97,488
| – | – | 0.7% | 29 |
|
|
2019
Q3 | $1.08M | Sell |
97,488
-6
| -0% | -$67 | 0.67% | 29 |
|
|
2019
Q2 | $1.19M | Sell |
97,494
-2,771
| -3% | -$33.7K | 0.73% | 31 |
|
|
2019
Q1 | $1.23M | Hold |
100,265
| – | – | 0.79% | 30 |
|
|
2018
Q4 | $1.24M | Sell |
100,265
-1,351
| -1% | -$16.7K | 0.93% | 27 |
|
|
2018
Q3 | $1.6M | Sell |
101,616
-120
| -0.1% | -$1.89K | 0.82% | 30 |
|
|
2018
Q2 | $1.56M | Sell |
101,736
-152
| -0.1% | -$2.33K | 0.86% | 29 |
|
|
2018
Q1 | $1.8M | Buy |
101,888
+1,046
| +1% | +$18.5K | 1.05% | 23 |
|
|
2017
Q4 | $1.85M | Buy |
+100,842
| New | +$1.85M | 1.66% | 17 |
|