A detailed history of Legacy Financial Advisors, Inc. transactions in Ubs Group Ag stock. As of the latest transaction made, Legacy Financial Advisors, Inc. holds 10,619 shares of UBS stock, worth $355,948. This represents 0.06% of its overall portfolio holdings.

Number of Shares
10,619
Holding current value
$355,948
% of portfolio
0.06%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 13, 2025

BUY
$29.78 - $33.08 $316,233 - $351,276
10,619 New
10,619 $321,000
Q2 2024

Aug 13, 2024

BUY
$26.19 - $31.88 $242,414 - $295,081
9,256 New
9,256 $273,000
Q4 2020

Feb 02, 2021

SELL
$11.22 - $14.76 $128,188 - $168,633
-11,425 Closed
0 $0
Q3 2020

Nov 09, 2020

BUY
$10.51 - $12.52 $120,076 - $143,041
11,425 New
11,425 $127,000
Q2 2019

Aug 07, 2019

SELL
$11.43 - $13.53 $16,482 - $19,510
-1,442 Closed
0 $0
Q4 2018

Jan 16, 2019

SELL
$11.81 - $15.57 $6,200 - $8,174
-525 Reduced 26.69%
1,442 $18,000
Q3 2018

Oct 30, 2018

BUY
$14.98 - $16.65 $8,883 - $9,873
593 Added 43.16%
1,967 $30,000
Q2 2018

Jul 17, 2018

SELL
$15.15 - $17.65 $1,242 - $1,447
-82 Reduced 5.63%
1,374 $21,000
Q1 2018

Apr 12, 2018

SELL
$17.24 - $20.89 $3,327 - $4,031
-193 Reduced 11.7%
1,456 $25,000
Q4 2017

Feb 09, 2018

BUY
$16.9 - $18.4 $27,868 - $30,341
1,649
1,649 $30,000

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 $107B
  • 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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