Baldwin Wealth Partners’s UBS Group UBS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-464	Closed	-$14.3K	–	962
2024 Q3	$14.3K	Hold	464	–	–	﹤0.01%	745
2024 Q2	$13.7K	Buy	464 +16	+4%	+$473	﹤0.01%	509
2024 Q1	$13.8K	Buy	448 +35	+8%	+$1.08K	﹤0.01%	530
2023 Q4	$12.8K	Buy	+413	New	+$12.8K	﹤0.01%	551