CFO
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Callan Family Office’s UBS Group UBS Stock Holding History

Callan Family Office’s Portfolio UBS Stock Details UBS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$1.93M Buy
57,031
+34,278
+151% +$1.16M 0.06% 280
2025
Q1 		$697K Sell
22,753
-3,130
-12% -$95.9K 0.05% 263
2024
Q4 		$785K Buy
+25,883
New +$785K 0.05% 291