Glass Jacobson Investment Advisors’s UBS Group UBS Stock Holding History

Glass Jacobson Investment Advisors’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	–	Sell
2025 Q1	$9.55K	Hold
2024 Q4	$9.55K	Hold
2024 Q3	$9.74K	Hold
2024 Q2	$9.31K	Hold
2024 Q1	$9.68K	Hold
2023 Q4	$9.73K	Sell
2023 Q3	$10.8K	Hold
2023 Q2	$8.88K	Buy
2022 Q4	$8.89K	Buy