Westside Investment 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 | $38.4K | Buy |
1,137
+958
| +535% | +$32.4K | 0.01% | 505 |
|
|
2025
Q1 | $5.43K | Hold |
179
| – | – | ﹤0.01% | 768 |
|
|
2024
Q4 | $5.43K | Hold |
179
| – | – | ﹤0.01% | 762 |
|
|
2024
Q3 | $5.22K | Hold |
179
| – | – | ﹤0.01% | 769 |
|
|
2024
Q2 | $5.29K | Buy |
+179
| New | +$5.29K | ﹤0.01% | 751 |
|
|
2017
Q3 | – | Sell |
-742
| Closed | -$13K | – | 813 |
|
|
2017
Q2 | $13K | Hold |
742
| – | – | 0.01% | 476 |
|
|
2017
Q1 | $11.5K | Buy |
742
+119
| +19% | +$1.84K | 0.01% | 457 |
|
|
2016
Q4 | $10.4K | Buy |
+623
| New | +$10.4K | 0.01% | 385 |
|