Sagespring Wealth Partners’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	$419K	Sell	12,390 -4,564	-27%	-$154K	0.01%	481
2025 Q1	$519K	Buy	16,954 +1,030	+6%	+$31.5K	0.01%	378
2024 Q4	$483K	Buy	+15,924	New	+$483K	0.01%	359