Capital Asset Advisory Services LLC Ubs Group Ag Transaction History

Capital Asset Advisory Services LLC

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2023 May 12, 2023	SELL	$18.2 - $22.16 $46,282 - $56,352	-2,543 Reduced 17.83%	11,723 $250,000
Q4 2022 Mar 08, 2023	SELL	$13.98 - $18.8 $435,840 - $586,108	-31,176 Reduced 68.61%	14,266 $266,000
Q3 2022 Nov 14, 2022	SELL	$14.51 - $17.21 $247,250 - $293,258	-17,040 Reduced 27.27%	45,442 $659,000
Q2 2022 Aug 11, 2022	SELL	$15.58 - $19.96 $21,718 - $27,824	-1,394 Reduced 2.18%	62,482 $1.01 Million
Q1 2022 Apr 29, 2022	BUY	$15.12 - $21.3 $965,805 - $1.36 Million	63,876 New	63,876 $1.25 Million
Q1 2021 May 13, 2021	SELL	$14.29 - $16.1 $15,604 - $17,581	-1,092 Closed	0 $0
Q4 2020 Mar 02, 2021	BUY	$11.22 - $14.76 $12,252 - $16,117	1,092 New	1,092 $15,000

648

1.48B

16.1M

25.5M

Ticker UBS
Exchange NYSE
Sector Financial Services
Industry Banks—Diversified
Shares Outstandng 3,182,350,080
Market Cap $107B
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...

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