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Orca Wealth Management’s UBS Group UBS Stock Holding History

Orca Wealth Management’s Portfolio UBS Stock Details UBS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$2.07M Buy
61,113
+1,134
+2% +$38.4K 1.74% 19
2025
Q1 		$1.84M Sell
59,979
-229
-0.4% -$7.01K 1.64% 20
2024
Q4 		$1.83M Buy
+60,208
New +$1.83M 1.64% 21