Winch Advisory Services’s UBS Group UBS Stock Holding History

Winch Advisory Services’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 Q2	$7.88K	Buy
2025 Q1	$6.96K	Hold
2024 Q4	$6.89K	Hold
2024 Q3	$7.02K	Hold
2024 Q2	$6.71K	Buy
2024 Q1	$6.83K	Hold
2023 Q4	$6.87K	Hold
2023 Q3	$5K	Hold
2023 Q2	$5K	Buy