Larson Financial Group’s UBS Group UBS Stock Holding History

Larson Financial Group’s Portfolio UBS Stock Details UBS Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$33.7K	Buy
2025 Q2	$12.7K	Buy
2025 Q1	$5.79K	Buy
2024 Q4	$788	Sell
2024 Q3	$47K	Hold
2024 Q2	$44.9K	Hold
2024 Q1	$46.7K	Buy
2023 Q4	$803	Buy