Householder Group Estate & Retirement Specialist’s UBS Group UBS Stock Holding History

Householder Group Estate & Retirement Specialist’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
2024 Q4	–	Sell
2024 Q3	$26K	Buy
2024 Q2	$25K	Buy
2024 Q1	$23.3K	Hold
2023 Q4	$23K	Sell
2023 Q3	$21.1K	Buy
2023 Q1	$20K	Buy
2022 Q4	$2K	Buy