4WM
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44 Wealth Management’s UBS Group UBS Stock Holding History

44 Wealth Management’s Portfolio UBS Stock Details UBS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-12,450
Closed -$377K – 205
2024
Q4 		$377K Sell
12,450
-764
-6% -$23.2K 0.15% 146
2024
Q3 		$422K Buy
+13,214
New +$422K 0.15% 145