Callan Capital’s UBS Group UBS Stock Holding History

Callan Capital’s Portfolio UBS Stock Details UBS Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	$792K	Buy
2024 Q4	$674K	Buy
2024 Q3	$659K	Buy
2024 Q2	$486K	Buy
2024 Q1	$438K	Buy