Impact Capital Partners’s UBS Group UBS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$338K Buy
9,994
+394
+4% +$13.3K 0.11% 195
2025
Q1
$294K Buy
9,600
+62
+0.7% +$1.9K 0.11% 205
2024
Q4
$289K Buy
+9,538
New +$289K 0.1% 207