U.S. Capital Wealth Advisors’s UBS Group UBS Stock Holding History

U.S. Capital Wealth Advisors’s Portfolio UBS Stock Details UBS Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$805K	Buy
2025 Q2	$631K	Buy
2025 Q1	$542K	Buy
2024 Q4	$429K	Buy
2024 Q3	$293K	Sell
2024 Q2	$322K	Buy
2024 Q1	$317K	Sell
2023 Q4	$362K	Buy
2023 Q1	–	Sell
2022 Q4	$5.06K	Buy