Golden State Wealth Management’s UBS Group UBS Stock Holding History

Golden State 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	$131K	Hold
2025 Q2	$108K	Sell
2025 Q1	$125K	Hold
2024 Q4	$123K	Buy
2020 Q2	–	Sell
2020 Q1	$2K	Buy
2019 Q4	–	Sell
2019 Q3	$30K	Buy
2019 Q2	$17K	Sell
2019 Q1	$21K	Buy