Arkadios Wealth Advisors’s UBS Group UBS Stock Holding History

Arkadios Wealth Advisors’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	$324K	Sell
2025 Q1	$304K	Buy
2021 Q4	–	Sell
2021 Q3	$7K	Hold
2021 Q2	$7K	Buy
2021 Q1	$4K	Buy
2020 Q2	–	Sell
2020 Q1	$204	Buy