PTC
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Private Trust Company’s UBS Group UBS Stock Holding History

Private Trust Company’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 		$16.5K Sell
487
-190
-28% -$6.43K ﹤0.01% 1647
2025
Q1 		$20.6K Buy
677
+190
+39% +$5.77K ﹤0.01% 1539
2024
Q4 		$14.9K Buy
+487
New +$14.9K ﹤0.01% 1595