High Mark Wealth Management LLC Ubs Group Ag Transaction History

High Mark Wealth Management LLC

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Feb 01, 2023	SELL	$13.98 - $18.8 $587 - $789	-42 Reduced 24.0%	133 $2,000
Q1 2022 Apr 25, 2022	SELL	$15.12 - $21.3 $861 - $1,214	-57 Reduced 24.57%	175 $3,000
Q3 2021 Nov 01, 2021	SELL	$14.54 - $17.12 $334 - $393	-23 Reduced 9.02%	232 $4,000
Q1 2021 Apr 22, 2021	BUY	$14.29 - $16.1 $585 - $660	41 Added 19.16%	255 $4,000
Q3 2020 Oct 26, 2020	SELL	$10.51 - $12.52 $641 - $763	-61 Reduced 22.18%	214 $2,000
Q1 2020 Apr 30, 2020	SELL	$7.65 - $13.4 $711 - $1,246	-93 Reduced 25.27%	275 $2,000
Q4 2019 Mar 19, 2020	BUY	$10.58 - $12.58 $3,893 - $4,629	368 New	368 $4,000

619

1.28B

19.4M

24.6M

Ticker UBS
Exchange NYSE
Sector Financial Services
Industry Banks—Diversified
Shares Outstandng 3,182,350,080
Market Cap $99.7B
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...

Get notified when there are updates to the investment portfolio of High Mark Wealth Management LLC, based on Form 13F filings with the SEC.

Stay updated on High Mark Wealth Management LLC with notifications on news.