Wealth Enhancement Advisory Services’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 | $4.22M | Sell |
121,067
-3,328
| -3% | -$116K | 0.01% | 969 |
|
|
2025
Q1 | $3.81M | Buy |
124,395
+19,229
| +18% | +$589K | 0.01% | 925 |
|
|
2024
Q4 | $3.19M | Buy |
105,166
+261
| +0.2% | +$7.91K | 0.01% | 969 |
|
|
2024
Q3 | $3.24M | Buy |
104,905
+70,278
| +203% | +$2.17M | 0.01% | 863 |
|
|
2024
Q2 | $1.02M | Buy |
34,627
+11,328
| +49% | +$335K | ﹤0.01% | 1266 |
|
|
2024
Q1 | $716K | Sell |
23,299
-7,931
| -25% | -$244K | ﹤0.01% | 1388 |
|
|
2023
Q4 | $965K | Buy |
31,230
+4,816
| +18% | +$149K | ﹤0.01% | 1192 |
|
|
2023
Q3 | $651K | Buy |
26,414
+12,962
| +96% | +$320K | ﹤0.01% | 1284 |
|
|
2023
Q2 | $273K | Hold |
13,452
| – | – | ﹤0.01% | 449 |
|
|
2023
Q1 | $287K | Buy |
+13,452
| New | +$287K | ﹤0.01% | 447 |
|