Greenwich Wealth Management’s UBS Group UBS Stock Holding History

Greenwich 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	$1.02M	Hold
2025 Q2	$840K	Hold
2025 Q1	$761K	Hold
2024 Q4	$753K	Hold
2024 Q3	$768K	Hold
2024 Q2	$734K	Hold
2024 Q1	$763K	Hold
2023 Q4	$768K	Sell
2023 Q3	$1.06M	Sell
2023 Q2	$869K	Buy