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
Q3
$360K Buy
2025
Q2
$230K Sell
2025
Q1
$292K Sell
2024
Q4
$408K Sell
2024
Q3
$418K Buy
2022
Q3
Sell
2022
Q2
$374K Sell
2022
Q1
$475K Buy
2021
Q4
$430K Sell
2021
Q3
$408K Buy
2021
Q2
$378K Buy