Thoroughbred Financial Services’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	–	Sell	-15,966	Closed	-$489K	–	699
2025 Q1	$489K	Hold	15,966	–	–	0.03%	426
2024 Q4	$484K	Hold	15,966	–	–	0.03%	410
2024 Q3	$493K	Sell	15,966 -50	-0.3%	-$1.54K	0.03%	397
2024 Q2	$473K	Buy	+16,016	New	+$473K	0.03%	392