Curated Wealth Partners LLC Ubs Group Ag Transaction History

Curated Wealth Partners LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Jul 27, 2022	SELL	$15.58 - $19.96 $194,656 - $249,380	-12,494 Closed	0 $0
Q4 2021 Feb 03, 2022	SELL	$15.93 - $18.59 $6,419 - $7,491	-403 Reduced 3.12%	12,494 $223,000
Q3 2021 Nov 08, 2021	BUY	$14.54 - $17.12 $4,260 - $5,016	293 Added 2.32%	12,897 $206,000
Q2 2021 Aug 11, 2021	SELL	$14.96 - $16.52 $213,793 - $236,087	-14,291 Reduced 53.14%	12,604 $193,000
Q1 2021 May 14, 2021	SELL	$14.29 - $16.1 $44,556 - $50,199	-3,118 Reduced 10.39%	26,895 $417,000

Q4 2020 Feb 16, 2021	BUY	$11.22 - $14.76 $336,745 - $442,991	30,013 New	30,013 $424,000

597

1.17B

38.7M

19.9M

Ticker UBS
Exchange NYSE
Sector Financial Services
Industry Banks—Diversified
Shares Outstandng 3,182,350,080
Market Cap $95.5B
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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