Mendota Financial Group’s UBS Group UBS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-44	Closed	-$1.34K	–	345
2024 Q4	$1.34K	Sell	44 -21	-32%	-$637	﹤0.01%	303
2024 Q3	$2.01K	Buy	65 +21	+48%	+$649	﹤0.01%	314
2024 Q2	$1.3K	Buy	+44	New	+$1.3K	﹤0.01%	295