AMJ Financial Wealth Management’s UBS Group UBS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-185,183	Closed	-$5.47M	–	89
2024 Q2	$5.47M	Buy	185,183 +88,631	+92%	+$2.62M	1.7%	31
2024 Q1	$2.97M	Buy	+96,552	New	+$2.97M	0.99%	36