West Family Investments’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
Q4 | $449K | Buy |
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|
2025
Q3 | $360K | Buy |
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|
2025
Q2 | $230K | Sell |
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|
2025
Q1 | $292K | Sell |
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|
2024
Q4 | $408K | Sell |
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|
2024
Q3 | $418K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $374K | Sell |
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|
2022
Q1 | $475K | Buy |
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|
2021
Q4 | $430K | Sell |
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|
2021
Q3 | $408K | Buy |
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|
2021
Q2 | $378K | Buy |
|