Bruce G. Allen Investments’s UBS Group UBS Stock Holding History

Bruce G. Allen Investments’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 Q3	$109K	Sell
2025 Q2	$89.9K	Sell
2025 Q1	$84.3K	Sell
2024 Q4	$118K	Sell
2024 Q3	$123K	Buy
2024 Q2	$98.8K	Sell
2024 Q1	$125K	Sell
2023 Q4	$129K	Buy