Kingsview Wealth Management’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	$258K	Buy	7,643 +220	+3%	+$7.44K	﹤0.01%	1001
2025 Q1	$227K	Buy	7,423 +241	+3%	+$7.38K	﹤0.01%	992
2024 Q4	$218K	Buy	+7,182	New	+$218K	﹤0.01%	1028