West Family Investments’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 | $230K | Sell |
6,810
-2,724
| -29% | -$92.1K | 0.06% | 316 |
|
|
2025
Q1 | $292K | Sell |
9,534
-3,907
| -29% | -$120K | 0.11% | 173 |
|
|
2024
Q4 | $408K | Sell |
13,441
-96
| -0.7% | -$2.91K | 0.14% | 145 |
|
|
2024
Q3 | $418K | Buy |
+13,537
| New | +$418K | 0.14% | 151 |
|
|
2022
Q3 | – | Sell |
-23,081
| Closed | -$374K | – | 260 |
|
|
2022
Q2 | $374K | Sell |
23,081
-1,209
| -5% | -$19.6K | 0.15% | 121 |
|
|
2022
Q1 | $475K | Buy |
24,290
+225
| +0.9% | +$4.4K | 0.14% | 121 |
|
|
2021
Q4 | $430K | Sell |
24,065
-1,506
| -6% | -$26.9K | 0.12% | 143 |
|
|
2021
Q3 | $408K | Buy |
25,571
+932
| +4% | +$14.9K | 0.11% | 167 |
|
|
2021
Q2 | $378K | Buy |
+24,639
| New | +$378K | 0.1% | 178 |
|