Zhang Financial’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 | $298K | Sell |
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|
2025
Q2 | $288K | Sell |
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|
2025
Q1 | $273K | Sell |
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|
2024
Q4 | $1.22M | Buy |
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|
2024
Q3 | $1.07M | Buy |
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|
2024
Q2 | $945K | Sell |
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|
2024
Q1 | $1.05M | Buy |
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|
2023
Q4 | $713K | Sell |
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|
2023
Q3 | $592K | Buy |
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|
2023
Q2 | $438K | Buy |
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|
2023
Q1 | $359K | Sell |
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|
2022
Q4 | $329K | Buy |
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|
2022
Q3 | $152K | Buy |
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