Prospera Financial Services’s UBS Group UBS Stock Holding History

Prospera Financial Services’s Portfolio UBS Stock Details UBS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$753K	Sell
2025 Q2	$623K	Buy
2025 Q1	$555K	Buy
2023 Q2	–	Sell
2023 Q1	$699K	Buy
2022 Q3	–	Sell
2022 Q2	$29K	Sell
2022 Q1	$64K	Buy
2020 Q4	–	Sell
2020 Q3	$16K	Buy