A detailed history of Cornerstone Planning Group LLC transactions in Ubs Group Ag stock. As of the latest transaction made, Cornerstone Planning Group LLC holds 81 shares of UBS stock, worth $2,570. This represents 0.0% of its overall portfolio holdings.

Number of Shares
81
Previous 72 12.5%
Holding current value
$2,570
Previous $2.01 Million 32.04%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 05, 2024

BUY
$27.97 - $31.42 $251 - $282
9 Added 12.5%
81 $2.66 Million
Q2 2024

Aug 13, 2024

BUY
$26.19 - $31.88 $1,414 - $1,721
54 Added 300.0%
72 $2.01 Million
Q1 2024

May 07, 2024

BUY
$27.05 - $31.93 $405 - $478
15 Added 500.0%
18 $490,000
Q3 2023

Nov 08, 2023

SELL
$19.39 - $26.71 $2,559 - $3,525
-132 Reduced 97.78%
3 $74,000
Q2 2023

Aug 15, 2023

SELL
$18.91 - $21.91 $189 - $219
-10 Reduced 6.9%
135 $2.74 Million
Q4 2022

Feb 14, 2023

BUY
$13.98 - $18.8 $2,027 - $2,726
145 New
145 $3.05 Million

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
Track This Portfolio

Track Cornerstone Planning Group LLC Portfolio

Follow Cornerstone Planning 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 Cornerstone Planning Group LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cornerstone Planning Group LLC with notifications on news.