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Whipplewood Advisors’s UBS Group UBS Stock Holding History

Whipplewood Advisors’s Portfolio UBS Stock Details UBS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$24.2K Buy
716
+644
+894% +$21.8K 0.01% 427
2025
Q1 		$21.9K Sell
72
-644
-90% -$196K 0.01% 440
2024
Q4 		$21.7K Buy
+716
New +$21.7K 0.01% 434