Venturi Wealth Management’s UBS Group UBS Stock Holding History

Venturi Wealth Management’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	$450K	Buy
2025 Q2	$336K	Buy
2025 Q1	$248K	Buy
2024 Q4	$240K	Buy
2024 Q3	$239K	Buy
2024 Q2	$121K	Buy