D'Orazio & Associates’s UBS Group UBS Stock Holding History

D'Orazio & Associates’s Portfolio UBS Stock Details UBS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$366K	Sell
2025 Q1	$342K	Sell
2024 Q4	$339K	Sell
2024 Q3	$346K	Sell
2024 Q2	$333K	Buy
2024 Q1	$346K	Buy
2023 Q4	$336K	Buy
2023 Q3	$263K	Buy
2021 Q4	–	Sell
2021 Q3	$15K	Buy