Cary Street Partners Investment Advisory’s UBS Group UBS Stock Holding History

Cary Street Partners Investment Advisory’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 Q4	$97.7K	Buy
2023 Q4	–	Sell
2023 Q3	$33K	Buy
2023 Q2	$16.8K	Hold
2023 Q1	$17.7K	Sell
2022 Q4	$15.6K	Buy