True Wealth Design’s UBS Group UBS Stock Holding History

True Wealth Design’s Portfolio UBS Stock Details UBS Fund Activity

Upgrade to unlock

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$35.4K	Buy
2025 Q4	$19.9K	Sell
2025 Q3	$23.9K	Buy