Merit 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
Q2
$481K Buy
14,225
+6,822
+92% +$231K 0.01% 1126
2025
Q1
$227K Buy
+7,403
New +$227K ﹤0.01% 1235