A detailed history of Compton Wealth Advisory Group, LLC transactions in Ubs Group Ag stock. As of the latest transaction made, Compton Wealth Advisory Group, LLC holds 22,591 shares of UBS stock, worth $690,155. This represents 0.18% of its overall portfolio holdings.

Number of Shares
22,591
Previous 22,591 -0.0%
Holding current value
$690,155
Previous $667,000 4.65%
% of portfolio
0.18%
Previous 0.18%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 11, 2024

BUY
$27.05 - $31.93 $270,500 - $319,300
10,000 Added 79.42%
22,591 $693,000
Q1 2023

Apr 26, 2023

SELL
$18.2 - $22.16 $9,518 - $11,589
-523 Reduced 3.99%
12,591 $268,000
Q3 2022

Oct 18, 2022

SELL
$14.51 - $17.21 $55,297 - $65,587
-3,811 Reduced 22.52%
13,114 $190,000
Q2 2022

Jul 29, 2022

SELL
$15.58 - $19.96 $77,417 - $99,181
-4,969 Reduced 22.7%
16,925 $275,000
Q1 2022

Apr 20, 2022

BUY
$15.12 - $21.3 $331,037 - $466,342
21,894 New
21,894 $428,000

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 $97.2B
  • 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

Track Compton Wealth Advisory Group, LLC Portfolio

Follow Compton Wealth Advisory Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Compton Wealth Advisory Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Compton Wealth Advisory Group, LLC with notifications on news.