A detailed history of Global Retirement Partners, LLC transactions in Ubs Group Ag stock. As of the latest transaction made, Global Retirement Partners, LLC holds 2,095 shares of UBS stock, worth $65,824. This represents 0.0% of its overall portfolio holdings.

Number of Shares
2,095
Previous 3,410 38.56%
Holding current value
$65,824
Previous $100,000 36.0%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Oct 16, 2024

SELL
$27.97 - $31.42 $36,780 - $41,317
-1,315 Reduced 38.56%
2,095 $64,000
Q2 2024

Jul 23, 2024

BUY
$26.19 - $31.88 $38,839 - $47,278
1,483 Added 76.96%
3,410 $100,000
Q1 2024

Apr 23, 2024

SELL
$27.05 - $31.93 $4,138 - $4,885
-153 Reduced 7.36%
1,927 $59,000
Q4 2023

Jan 18, 2024

BUY
$23.36 - $31.19 $9,390 - $12,538
402 Added 23.96%
2,080 $64,000
Q3 2023

Oct 13, 2023

SELL
$19.39 - $26.71 $659 - $908
-34 Reduced 1.99%
1,678 $41,000
Q2 2023

Jul 20, 2023

BUY
$18.91 - $21.91 $3,630 - $4,206
192 Added 12.63%
1,712 $34,000
Q1 2023

May 05, 2023

SELL
$18.2 - $22.16 $1,983 - $2,415
-109 Reduced 6.69%
1,520 $32,000
Q1 2022

Jul 14, 2022

BUY
$15.12 - $21.3 $24,630 - $34,697
1,629 New
1,629 $31,000
Q4 2021

Jan 21, 2022

SELL
$15.93 - $18.59 $3,281 - $3,829
-206 Closed
0 $0
Q4 2020

Jan 13, 2021

BUY
$11.22 - $14.76 $1,290 - $1,697
115 Added 126.37%
206 $3,000
Q3 2020

Oct 09, 2020

BUY
$10.51 - $12.52 $451 - $538
43 Added 89.58%
91 $1,000
Q3 2019

Nov 19, 2019

SELL
$10.16 - $12.29 $477 - $577
-47 Reduced 49.47%
48 $1,000
Q2 2019

Nov 19, 2019

BUY
$11.43 - $13.53 $1,085 - $1,285
95 New
95 $1,000
Q1 2018

Aug 10, 2018

SELL
$17.24 - $20.89 $9,068 - $10,988
-526 Closed
0 $0
Q4 2017

Aug 13, 2018

BUY
$16.9 - $18.4 $8,889 - $9,678
526
526 $10,000

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 $100B
  • 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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