Plato Investment Management’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	$2.84M	Buy	84,458 +1,275	+2%	+$42.8K	0.21%	108
2025 Q1	$2.55M	Sell	83,183 -24,307	-23%	-$746K	0.22%	113
2024 Q4	$3.3M	Buy	107,490 +4,220	+4%	+$130K	0.24%	92
2024 Q3	$3.19M	Buy	+103,270	New	+$3.19M	0.26%	94