Westover Capital 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	$247K	Sell	7,300 -533	-7%	-$18K	0.05%	202
2025 Q1	$240K	Buy	7,833 +533	+7%	+$16.3K	0.05%	212
2024 Q4	$221K	Hold	7,300	–	–	0.05%	221
2024 Q3	$226K	Hold	7,300	–	–	0.04%	229
2024 Q2	$216K	Buy	+7,300	New	+$216K	0.06%	201