Cordatus 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	$442K	Sell	13,066 -224	-2%	-$7.58K	0.11%	123
2025 Q1	$407K	Buy	+13,290	New	+$407K	0.11%	114
2023 Q2	–	Sell	-28,355	Closed	-$605K	–	166
2023 Q1	$605K	Buy	+28,355	New	+$605K	0.77%	43