M Holdings Securities, Inc. UBS AG LONDON BRH Transaction History

M Holdings Securities, Inc.

  • $398 Million
  • Q3 2024

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2020

May 13, 2020
SELL
N/A
-16,018 Closed
0 $0
Q4 2019

Feb 10, 2020
SELL
N/A
-7,761 Reduced 32.64%
16,018 $219,000
Q3 2019

Nov 04, 2019
BUY
N/A
492 Added 2.11%
23,779 $349,000
Q2 2019

Aug 16, 2019
BUY
N/A
956 Added 4.28%
23,287 $367,000
Q1 2019

May 17, 2019
BUY
N/A
1,497 Added 7.19%
22,331 $358,000
Q4 2018

Feb 15, 2019
SELL
N/A
-4,109 Reduced 16.47%
20,834 $292,000
Q3 2018

Nov 16, 2018
BUY
N/A
373 Added 1.52%
24,943 $430,000
Q2 2018

Aug 17, 2018
BUY
N/A
990 Added 4.2%
24,570 $405,000
Q1 2018

May 18, 2018
BUY
N/A
1,147 Added 5.11%
23,580 $356,000
Q4 2017

Feb 15, 2018
BUY
N/A
298 Added 1.35%
22,433 $970,000
Q3 2017

Nov 15, 2017
BUY
N/A
66 Added 0.3%
22,135 $393,000
Q2 2017

Aug 22, 2017
BUY
N/A
22,069
22,069 $414,000
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