Rothschild Investment LLC’s UBS Group UBS Stock Holding History

Rothschild Investment LLC’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 Q2	$115K	Sell
2025 Q1	$116K	Sell
2024 Q4	$116K	Buy
2024 Q3	$116K	Buy
2024 Q2	$104K	Buy
2024 Q1	$79K	Buy
2023 Q4	$72.9K	Buy