PWA
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Physician Wealth Advisors’s UBS Group UBS Stock Holding History

Physician Wealth Advisors’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 		$4.13K Buy
122
+64
+110% +$2.17K ﹤0.01% 847
2025
Q1 		$1.78K Hold
58
– – ﹤0.01% 895
2024
Q4 		$1.76K Buy
+58
New +$1.76K ﹤0.01% 862