Werba Rubin Papier Wealth Management’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 | $284K | Buy |
8,400
+347
| +4% | +$11.7K | 0.05% | 163 |
|
|
2025
Q1 | $247K | Sell |
8,053
-1,332
| -14% | -$40.8K | 0.05% | 156 |
|
|
2024
Q4 | $285K | Buy |
9,385
+3
| +0% | +$91 | 0.07% | 140 |
|
|
2024
Q3 | $290K | Buy |
9,382
+295
| +3% | +$9.12K | 0.07% | 131 |
|
|
2024
Q2 | $268K | Sell |
9,087
-1,372
| -13% | -$40.5K | 0.07% | 127 |
|
|
2024
Q1 | $321K | Buy |
10,459
+109
| +1% | +$3.35K | 0.09% | 103 |
|
|
2023
Q4 | $320K | Buy |
10,350
+120
| +1% | +$3.71K | 0.11% | 80 |
|
|
2023
Q3 | $252K | Buy |
+10,230
| New | +$252K | 0.09% | 97 |
|