Brown Miller 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
2025 Q2	$201K	Sell	5,956 -1,203	-17%	-$40.7K	0.06%	188
2025 Q1	$219K	Sell	7,159 -1,782	-20%	-$54.6K	0.08%	173
2024 Q4	$271K	Buy	+8,941	New	+$271K	0.1%	107