Forum Financial Management, LP's ownership history for UBS

Forum Financial Management, LP currently holds 56.4K shares with a market value of $2.3M. It started holding UBS on 2024-09-30. At its peak, it held 68.1K shares on 2024-12-31. Its highest holding value was $2.3M on 2025-09-30. At its lowest, it held 56.4K shares on 2024-09-30, with a value of $1.7M on 2024-09-30. In the recent 180 days, Forum Financial Management, LP has decreased its shares by 11.7K. In the recent year, Forum Financial Management, LP has increased its shares by 48.