Zhang Financial’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 | $288K | Sell |
8,515
-412
| -5% | -$13.9K | 0.01% | 251 |
|
|
2025
Q1 | $273K | Sell |
8,927
-31,284
| -78% | -$958K | 0.01% | 255 |
|
|
2024
Q4 | $1.22M | Buy |
40,211
+5,571
| +16% | +$169K | 0.07% | 137 |
|
|
2024
Q3 | $1.07M | Buy |
34,640
+2,640
| +8% | +$81.6K | 0.07% | 141 |
|
|
2024
Q2 | $945K | Sell |
32,000
-2,337
| -7% | -$69K | 0.07% | 143 |
|
|
2024
Q1 | $1.05M | Buy |
34,337
+11,255
| +49% | +$346K | 0.08% | 139 |
|
|
2023
Q4 | $713K | Sell |
23,082
-930
| -4% | -$28.7K | 0.06% | 153 |
|
|
2023
Q3 | $592K | Buy |
24,012
+2,392
| +11% | +$59K | 0.06% | 148 |
|
|
2023
Q2 | $438K | Buy |
21,620
+4,810
| +29% | +$97.5K | 0.05% | 168 |
|
|
2023
Q1 | $359K | Sell |
16,810
-806
| -5% | -$17.2K | 0.04% | 178 |
|
|
2022
Q4 | $329K | Buy |
17,616
+7,156
| +68% | +$134K | 0.04% | 181 |
|
|
2022
Q3 | $152K | Buy |
+10,460
| New | +$152K | 0.02% | 211 |
|