Summit Securities Group’s UBS Group UBS Stock Holding History

Summit Securities Group’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	–	Sell
2025 Q2	$98.7K	Sell
2025 Q1	$365K	Buy
2023 Q3	–	Sell
2023 Q2	$339K	Buy
2023 Q1	$2K	Sell
2022 Q4	$63K	Buy
2015 Q4	–	Sell
2015 Q3	$30K	Sell
2015 Q2	$38K	Buy