Diversify Advisory Services’s UBS Group UBS Stock Holding History

Diversify Advisory Services’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
2026 Q1	–	Sell
2025 Q4	$434K	Buy
2025 Q3	$292K	Buy
2025 Q2	$298K	Sell
2025 Q1	$416K	Buy
2024 Q4	$394K	Buy
2024 Q3	$321K	Sell
2024 Q2	$407K	Sell
2024 Q1	$1.04M	Buy