Sax Wealth Advisors’s UBS Group UBS Stock Holding History

Sax Wealth Advisors’s Portfolio UBS Stock Details UBS Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$566K	Buy
2025 Q2	$466K	Sell
2025 Q1	$448K	Buy
2024 Q4	$341K	Sell
2024 Q3	$397K	Buy
2024 Q2	$348K	Buy