Legacy Wealth Asset Management, LLC Ubs Ag Transaction History

Legacy Wealth Asset Management, LLC

  • $337 Million
  • Q3 2024

A detailed history of Legacy Wealth Asset Management, LLC transactions in Ubs Ag stock. As of the latest transaction made, Legacy Wealth Asset Management, LLC holds 116,839 shares of UCIB stock, worth $3.28 Million. This represents 0.9% of its overall portfolio holdings.

Number of Shares
116,839
Previous 121,421 3.77%
Holding current value
$3.28 Million
Previous $3.17 Million 4.26%
% of portfolio
0.9%
Previous 0.98%

Shares

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

Oct 23, 2024
SELL
$23.06 - $27.0 $105,660 - $123,714
-4,582 Reduced 3.77%
116,839 $3.03 Million
Q2 2024

Aug 14, 2024
SELL
$25.35 - $27.51 $310,461 - $336,914
-12,247 Reduced 9.16%
121,421 $3.17 Million
Q1 2024

Apr 19, 2024
BUY
$23.73 - $25.5 $434,116 - $466,497
18,294 Added 15.86%
133,668 $3.41 Million
Q4 2023

Jan 10, 2024
SELL
$23.65 - $25.46 $283,350 - $305,036
-11,981 Reduced 9.41%
115,374 $2.79 Million
Q3 2023

Oct 31, 2023
SELL
$23.56 - $25.88 $61,185 - $67,210
-2,597 Reduced 2.0%
127,355 $3.23 Million
Q2 2023

Aug 04, 2023
BUY
$22.6 - $25.04 $87,123 - $96,529
3,855 Added 3.06%
129,952 $3.05 Million
Q1 2023

Apr 21, 2023
BUY
$23.2 - $25.43 $8,004 - $8,773
345 Added 0.27%
126,097 $3.07 Million
Q4 2022

Feb 02, 2023
BUY
$22.55 - $24.92 $137,893 - $152,385
6,115 Added 5.11%
125,752 $3.11 Million
Q3 2022

Oct 14, 2022
SELL
$22.2 - $24.78 $60,495 - $67,525
-2,725 Reduced 2.23%
119,637 $2.72 Million
Q2 2022

Jul 19, 2022
BUY
$24.27 - $27.67 $109,967 - $125,372
4,531 Added 3.85%
122,362 $2.97 Million
Q1 2022

May 12, 2022
BUY
$20.99 - $27.26 $130,872 - $169,966
6,235 Added 5.59%
117,831 $3.05 Million
Q4 2021

Feb 10, 2022
SELL
$19.69 - $21.33 $228,226 - $247,236
-11,591 Reduced 9.41%
111,596 $2.33 Million
Q3 2021

Oct 19, 2021
SELL
$18.73 - $20.14 $162,257 - $174,472
-8,663 Reduced 6.57%
123,187 $2.47 Million
Q2 2021

Jul 14, 2021
SELL
$16.9 - $19.54 $614,348 - $710,318
-36,352 Reduced 21.61%
131,850 $2.55 Million
Q1 2021

Apr 20, 2021
SELL
$15.31 - $17.76 $266,057 - $308,633
-17,378 Reduced 9.36%
168,202 $2.84 Million
Q4 2020

Mar 25, 2021
BUY
$12.98 - $15.22 $2.41 Million - $2.82 Million
185,580 New
185,580 $2.83 Million

Others Institutions Holding UCIB

# of Institutions
16
Shares Held
476K
Call Options Held
0
Put Options Held
0
View Full List

About UBS AG

UCIB Quotes by TradingView
  • Ticker UCIB
  • Exchange NYSE
  • Sector ETFs
  • Industry ETFs
More about UCIB
Track This Portfolio

Track Legacy Wealth Asset Management, LLC Portfolio

Follow Legacy Wealth Asset Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Legacy Wealth Asset Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email