Stephens Consulting’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	$3.48K	Buy	+103	New	+$3.48K	﹤0.01%	419
2023 Q4	–	Sell	-3	Closed	-$74	–	506
2023 Q3	$74	Hold	3	–	–	﹤0.01%	493
2023 Q2	$61	Buy	+3	New	+$61	﹤0.01%	494