Winning Points Advisors’s UBS Group UBS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $384K | Buy |
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|
2024
Q1 | $551K | Hold |
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|
2023
Q4 | $551K | Buy |
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|
2023
Q3 | $384K | Sell |
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|
2023
Q2 | $551K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $409K | Hold |
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|
2022
Q2 | $441K | Hold |
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|
2022
Q1 | $532K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $433K | Buy |
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|
2021
Q2 | $416K | Hold |
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|
2021
Q1 | $421K | Buy |
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|
2020
Q4 | $370K | Buy |
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|
2020
Q3 | $281K | Buy |
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|
2020
Q2 | $267K | Hold |
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|
2020
Q1 | $213K | Buy |
|