Wealth Enhancement Advisory Services’s UBS Group UBS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $4.97M | Buy |
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|
2025
Q2 | $4.22M | Sell |
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|
2025
Q1 | $3.81M | Buy |
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|
2024
Q4 | $3.19M | Buy |
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|
2024
Q3 | $3.24M | Buy |
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|
2024
Q2 | $1.02M | Buy |
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|
2024
Q1 | $716K | Sell |
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|
2023
Q4 | $965K | Buy |
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|
2023
Q3 | $651K | Buy |
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|
2023
Q2 | $273K | Hold |
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|
2023
Q1 | $287K | Buy |
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