Waverly Advisors’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	$526K	Sell	15,564 -1,306	-8%	-$44.2K	0.01%	782
2025 Q1	$517K	Sell	16,870 -750	-4%	-$23K	0.01%	762
2024 Q4	$534K	Buy	+17,620	New	+$534K	0.01%	666