Investment House LLC’s UBS Group UBS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-64,818	Closed	-$1.91M	–	216
2024 Q2	$1.91M	Buy	+64,818	New	+$1.91M	0.11%	106
2023 Q2	–	Sell	-330,813	Closed	-$7.06M	–	199
2023 Q1	$7.06M	Buy	+330,813	New	+$7.06M	0.58%	50