Advisor Net Financial, Inc Ubs Group Ag Transaction History

Advisor Net Financial, Inc

$1.13 Billion
Q4 2024

A detailed history of Advisor Net Financial, Inc transactions in Ubs Group Ag stock. As of the latest transaction made, Advisor Net Financial, Inc holds 147 shares of UBS stock, worth $5,234. This represents 0.0% of its overall portfolio holdings.

Number of Shares

147

Previous 47 212.77%

Holding current value

$5,234

Previous $1,000 300.0%

% of portfolio

0.0%

Previous 0.0%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 13, 2025	BUY	$29.78 - $33.08 $2,978 - $3,308	100 Added 212.77%	147 $4,000
Q1 2024 Apr 12, 2024	BUY	$27.05 - $31.93 $1,271 - $1,500	47 New	47 $1,000
Q1 2023 Apr 28, 2023	SELL	$18.2 - $22.16 $4,950 - $6,027	-272 Reduced 21.48%	994 $21,000
Q3 2022 Oct 04, 2022	SELL	$14.51 - $17.21 $6,819 - $8,088	-470 Reduced 27.07%	1,266 $18,000
Q2 2022 Jul 07, 2022	SELL	$15.58 - $19.96 $26,486 - $33,932	-1,700 Reduced 49.48%	1,736 $28,000
Q4 2021 Jan 19, 2022	SELL	$15.93 - $18.59 $5,559 - $6,487	-349 Reduced 9.22%	3,436 $61,000
Q4 2020 Feb 04, 2021	SELL	$11.22 - $14.76 $42,523 - $55,940	-3,790 Reduced 50.03%	3,785 $53,000
Q3 2020 Nov 06, 2020	SELL	$10.51 - $12.52 $2,522 - $3,004	-240 Reduced 3.07%	7,575 $84,000
Q2 2020 Aug 26, 2020	BUY	$8.84 - $11.95 $3,995 - $5,401	452 Added 6.14%	7,815 $90,000
Q1 2020 May 14, 2020	BUY	$7.65 - $13.4 $1,246 - $2,184	163 Added 2.26%	7,363 $68,000
Q4 2019 Feb 12, 2020	BUY	$10.58 - $12.58 $20,578 - $24,468	1,945 Added 37.01%	7,200 $91,000
Q2 2019 Jul 15, 2019	BUY	$11.43 - $13.53 $45,205 - $53,511	3,955 Added 304.23%	5,255 $62,000
Q4 2018 Feb 08, 2019	SELL	$11.81 - $15.57 $2,598 - $3,425	-220 Reduced 14.47%	1,300 $16,000
Q3 2018 Nov 14, 2018	SELL	$14.98 - $16.65 $2,187 - $2,430	-146 Reduced 8.76%	1,520 $24,000
Q2 2018 Jul 27, 2018	BUY	$15.15 - $17.65 $10,256 - $11,949	677 Added 68.45%	1,666 $26,000
Q1 2018 May 08, 2018	SELL	$17.24 - $20.89 $16,740 - $20,284	-971 Reduced 49.54%	989 $17,000
Q4 2017 Feb 27, 2018	BUY	$16.9 - $18.4 $33,124 - $36,064	1,960	1,960 $36,000

Others Institutions Holding UBS

# of Institutions

619

Shares Held

1.28B

Call Options Held

19.4M

Put Options Held

24.6M

View Full List

About UBS Group AG

Ticker UBS
Exchange NYSE
Sector Financial Services
Industry Banks—Diversified
Shares Outstandng 3,182,350,080
Market Cap $113B
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

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Advisor Net Financial, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Advisor Net Financial, Inc with notifications on news.

Account

Advisor Net Financial, Inc Ubs Group Ag Transaction History