Icon Wealth Partners, LLC Ubs Group Ag Transaction History

Icon Wealth Partners, LLC

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2019 Aug 13, 2019	SELL	$11.43 - $13.53 $118,186 - $139,900	-10,340 Closed	0 $0
Q1 2019 May 09, 2019	BUY	$11.85 - $13.61 $122,529 - $140,727	10,340 New	10,340 $125,000
Q4 2018 Feb 14, 2019	SELL	$11.81 - $15.57 $113,730 - $149,939	-9,630 Closed	0 $0
Q3 2018 Nov 14, 2018	SELL	$14.98 - $16.65 $5,662 - $6,293	-378 Reduced 3.78%	9,630 $151,000
Q2 2018 Aug 13, 2018	BUY	$15.15 - $17.65 $1,075 - $1,253	71 Added 0.71%	10,008 $154,000
Q1 2018 May 15, 2018	BUY	$17.24 - $20.89 $5,602 - $6,789	325 Added 3.38%	9,937 $175,000
Q4 2017 Feb 13, 2018	BUY	$16.9 - $18.4 $162,442 - $176,860	9,612	9,612 $177,000

618

1.28B

19.4M

24.6M

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...

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