ORG Wealth Partners’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	–	Sell	-170	Closed	-$5.16K	–	688
2025 Q1	$5.16K	Sell	170 -11	-6%	-$334	﹤0.01%	608
2024 Q4	$5.49K	Hold	181	–	–	﹤0.01%	411
2024 Q3	$5.59K	Buy	+181	New	+$5.59K	﹤0.01%	394