A detailed history of 180 Wealth Advisors, LLC transactions in Ubs Group Ag stock. As of the latest transaction made, 180 Wealth Advisors, LLC holds 6,589 shares of UBS stock, worth $209,530. This represents 0.03% of its overall portfolio holdings.

Number of Shares
6,589
Previous 7,016 6.09%
Holding current value
$209,530
Previous $207,000 1.93%
% of portfolio
0.03%
Previous 0.03%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 31, 2024

SELL
$27.97 - $31.42 $11,943 - $13,416
-427 Reduced 6.09%
6,589 $203,000
Q2 2024

Jul 16, 2024

SELL
$26.19 - $31.88 $37,294 - $45,397
-1,424 Reduced 16.87%
7,016 $207,000
Q1 2024

Apr 15, 2024

SELL
$27.05 - $31.93 $51,340 - $60,603
-1,898 Reduced 18.36%
8,440 $259,000
Q4 2023

Jan 24, 2024

SELL
$23.36 - $31.19 $43,029 - $57,451
-1,842 Reduced 15.12%
10,338 $319,000
Q3 2023

Oct 31, 2023

BUY
$19.39 - $26.71 $25,517 - $35,150
1,316 Added 12.11%
12,180 $300,000
Q2 2023

Jul 11, 2023

BUY
$18.91 - $21.91 $1,134 - $1,314
60 Added 0.56%
10,864 $220,000
Q1 2023

Apr 07, 2023

SELL
$18.2 - $22.16 $2,620 - $3,191
-144 Reduced 1.32%
10,804 $230,000
Q4 2022

Feb 02, 2023

SELL
$13.98 - $18.8 $54,480 - $73,263
-3,897 Reduced 26.25%
10,948 $204,000
Q3 2022

Oct 12, 2022

BUY
$14.51 - $17.21 $215,400 - $255,482
14,845 New
14,845 $215,000

Others Institutions Holding UBS

About UBS Group AG


  • Ticker UBS
  • Exchange NYSE
  • Sector Financial Services
  • Industry Banks—Diversified
  • Shares Outstandng 3,182,350,080
  • Market Cap $101B
  • Description
  • UBS Group AG provides financial advice and solutions to private, institutional, and corporate clients worldwide. It operates through four divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management, and Investment Bank. The Global Wealth Management division offers investment advice and solutions, and lending solutions...
More about UBS
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