A detailed history of Geo Wealth Management, LLC transactions in Ubs Group Ag stock. As of the latest transaction made, Geo Wealth Management, LLC holds 4,941 shares of UBS stock, worth $165,128. This represents 0.01% of its overall portfolio holdings.

Number of Shares
4,941
Previous 6,101 19.01%
Holding current value
$165,128
Previous $180,000 15.56%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Nov 12, 2024

SELL
$27.97 - $31.42 $32,445 - $36,447
-1,160 Reduced 19.01%
4,941 $152,000
Q2 2024

Aug 12, 2024

SELL
$26.19 - $31.88 $4,635 - $5,642
-177 Reduced 2.82%
6,101 $180,000
Q1 2024

May 15, 2024

SELL
$27.05 - $31.93 $125,755 - $148,442
-4,649 Reduced 74.05%
1,629 $50,000
Q1 2024

May 15, 2024

SELL
$27.05 - $31.93 $30,160 - $35,601
-1,115 Reduced 15.08%
6,278 $192,000
Q4 2023

Feb 13, 2024

BUY
$23.36 - $31.19 $172,700 - $230,587
7,393 New
7,393 $228,000

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 $106B
  • 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
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