Sage Mountain Advisors’s UBS Group UBS Stock Holding History

Sage Mountain Advisors’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	$358K	Sell
2025 Q1	$334K	Sell
2024 Q4	$332K	Sell
2024 Q3	$339K	Hold
2024 Q2	$324K	Buy
2024 Q1	$225K	Buy
2023 Q4	$217K	Buy