Belpointe Asset Management’s UBS Group UBS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-20,850	Closed	-$639K	–	1028
2025 Q1	$639K	Buy	+20,850	New	+$639K	0.03%	484
2023 Q2	–	Sell	-2,428	Closed	-$51.8K	–	3200
2023 Q1	$51.8K	Buy	2,428 +229	+10%	+$4.89K	﹤0.01%	1675
2022 Q4	$41.1K	Buy	+2,199	New	+$41.1K	﹤0.01%	1725