Helios Capital Management’s UBS Group UBS Stock Holding History

Helios Capital 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	$5.55M	Hold
2025 Q2	$4.6M	Buy
2025 Q1	$3.4M	Hold
2024 Q4	$3.42M	Buy
2024 Q3	$3.03M	Hold
2024 Q2	$2.89M	Hold
2024 Q1	$3.02M	Hold
2023 Q4	$3.05M	Buy