Westside Investment Management’s UBS Group UBS Stock Holding History

Westside Investment Management’s Portfolio UBS Stock Details UBS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$84.7K	Buy
2025 Q2	$38.4K	Buy
2025 Q1	$5.43K	Hold
2024 Q4	$5.43K	Hold
2024 Q3	$5.22K	Hold
2024 Q2	$5.29K	Buy
2017 Q3	–	Sell
2017 Q2	$13K	Hold
2017 Q1	$11.5K	Buy
2016 Q4	$10.4K	Buy