Net Worth Advisory Group’s UBS Group UBS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.01M Sell
2025
Q2
$878K Buy
2025
Q1
$760K Sell
2024
Q4
$808K Sell
2024
Q3
$838K Buy