Angeles Investment Advisors’s UBS Group UBS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-7,017	Closed	-$213K	–	183
2024 Q4	$213K	Sell	7,017 -92	-1%	-$2.79K	0.01%	180
2024 Q3	$220K	Sell	7,109 -66	-0.9%	-$2.04K	0.01%	197
2024 Q2	$212K	Buy	+7,175	New	+$212K	0.01%	195