UAG
XYZ

United Advisor Group’s Block, Inc. XYZ Stock Holding History

United Advisor Group’s Portfolio XYZ Stock Details XYZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-25,601
Closed -$2.18M – 395
2024
Q4 		$2.18M Sell
25,601
-298
-1% -$25.3K 0.43% 60
2024
Q3 		$1.74M Buy
+25,899
New +$1.74M 0.39% 65