Winch Advisory Services’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 | $7.88K | Buy |
233
+6
| +3% | +$203 | ﹤0.01% | 321 |
|
|
2025
Q1 | $6.96K | Hold |
227
| – | – | ﹤0.01% | 316 |
|
|
2024
Q4 | $6.89K | Hold |
227
| – | – | ﹤0.01% | 335 |
|
|
2024
Q3 | $7.02K | Hold |
227
| – | – | ﹤0.01% | 291 |
|
|
2024
Q2 | $6.71K | Buy |
227
+5
| +2% | +$148 | ﹤0.01% | 292 |
|
|
2024
Q1 | $6.83K | Hold |
222
| – | – | ﹤0.01% | 290 |
|
|
2023
Q4 | $6.87K | Hold |
222
| – | – | ﹤0.01% | 287 |
|
|
2023
Q3 | $5K | Hold |
222
| – | – | ﹤0.01% | 307 |
|
|
2023
Q2 | $5K | Buy |
+222
| New | +$5K | ﹤0.01% | 307 |
|