Activest Wealth Management’s UBS Group UBS Stock Holding History

Activest Wealth Management’s Portfolio UBS Stock Details UBS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$67.5K	Hold
2025 Q1	$60.7K	Hold
2024 Q4	$61.2K	Buy
2024 Q3	$56.1K	Hold
2024 Q2	$53.5K	Hold
2024 Q1	$56K	Buy
2023 Q4	$3.43K	Hold
2023 Q3	$2.74K	Sell
2023 Q2	$10.7K	Buy