Drive Wealth Management’s UBS Group UBS Stock Holding History

Drive Wealth Management’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 Q3	$455K	Buy
2025 Q2	$360K	Sell
2025 Q1	$330K	Sell
2024 Q4	$335K	Sell
2024 Q3	$345K	Buy
2024 Q2	$328K	Buy
2024 Q1	$330K	Buy
2023 Q4	$318K	Buy
2023 Q3	$243K	Buy