Strategic Wealth Partners’s UBS Group UBS Stock Holding History

Strategic Wealth Partners’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 Q3	$2.83K	Sell
2025 Q2	$8.62K	Buy
2019 Q2	–	Sell
2019 Q1	$5K	Buy
2018 Q2	–	Sell
2018 Q1	$12K	Buy