Wedmont Private Capital’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 | $331K | Buy |
9,240
+146
| +2% | +$5.23K | 0.01% | 540 |
|
|
2025
Q1 | $259K | Sell |
9,094
-179
| -2% | -$5.09K | 0.01% | 558 |
|
|
2024
Q4 | $300K | Buy |
9,273
+100
| +1% | +$3.23K | 0.02% | 536 |
|
|
2024
Q3 | $287K | Buy |
9,173
+879
| +11% | +$27.5K | 0.02% | 524 |
|
|
2024
Q2 | $259K | Buy |
8,294
+768
| +10% | +$24K | 0.02% | 542 |
|
|
2024
Q1 | $232K | Buy |
7,526
+231
| +3% | +$7.12K | 0.02% | 522 |
|
|
2023
Q4 | $221K | Buy |
+7,295
| New | +$221K | 0.02% | 504 |
|