Custom Index Systems’s UBS Group UBS Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$396K Sell
11,718
-5,528
-32% -$187K 0.19% 168
2025
Q1
$528K Buy
17,246
+10,217
+145% +$313K 0.27% 108
2024
Q4
$213K Buy
+7,029
New +$213K 0.11% 233