Marion Wealth Management Ubs Ag Transaction History

Marion Wealth Management

$371 Million
Q1 2025

A detailed history of Marion Wealth Management transactions in Ubs Ag stock. As of the latest transaction made, Marion Wealth Management holds 567,020 shares of MLPB stock, worth $15.7 Million. This represents 4.23% of its overall portfolio holdings.

Number of Shares

567,020

Previous 602,713 5.92%

Holding current value

$15.7 Million

Previous $15.2 Million 3.56%

% of portfolio

4.23%

Previous 4.05%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 08, 2025	SELL	$25.39 - $28.04 $906,245 - $1 Million	-35,693 Reduced 5.92%	567,020 $15.7 Million
Q4 2024 Jan 13, 2025	BUY	$23.6 - $27.14 $238,265 - $274,005	10,096 Added 1.7%	602,713 $15.2 Million
Q3 2024 Oct 07, 2024	BUY	$22.98 - $25.02 $533,986 - $581,389	23,237 Added 4.08%	592,617 $14.4 Million
Q2 2024 Jul 09, 2024	BUY	$22.64 - $24.62 $133,938 - $145,651	5,916 Added 1.05%	569,380 $14 Million
Q1 2024 Apr 08, 2024	BUY	$21.11 - $24.15 $38,272 - $43,783	1,813 Added 0.32%	563,464 $13.6 Million
Q4 2023 Jan 10, 2024	SELL	$20.45 - $22.28 $95,624 - $104,181	-4,676 Reduced 0.83%	561,651 $12 Million
Q3 2023 Oct 18, 2023	BUY	$19.84 - $21.43 $69,043 - $74,576	3,480 Added 0.62%	566,327 $12 Million
Q2 2023 Jul 24, 2023	BUY	$18.31 - $19.88 $343,989 - $373,485	18,787 Added 3.45%	562,847 $11.2 Million
Q1 2023 Apr 24, 2023	BUY	$18.0 - $20.04 $432,684 - $481,721	24,038 Added 4.62%	544,060 $10.4 Million
Q4 2022 Jan 19, 2023	BUY	$17.67 - $19.68 $1.32 Million - $1.47 Million	74,651 Added 16.76%	520,022 $0
Q3 2022 Nov 10, 2022	BUY	$15.85 - $19.53 $348,002 - $428,800	21,956 Added 5.19%	445,371 $7.72 Million
Q2 2022 Jul 27, 2022	SELL	$15.8 - $19.85 $380,843 - $478,464	-24,104 Reduced 5.39%	423,415 $6.9 Million
Q1 2022 Apr 08, 2022	SELL	$15.82 - $18.2 $327,458 - $376,721	-20,699 Reduced 4.42%	447,519 $8.06 Million
Q4 2021 Feb 14, 2022	BUY	$14.35 - $17.08 $6.72 Million - $8 Million	468,218 New	468,218 $7.21 Million

Others Institutions Holding MLPB

# of Institutions

Shares Held

6.68M

Call Options Held

Put Options Held

View Full List

About UBS AG

Ticker MLPB
Exchange NYSE
Sector ETFs
Industry ETFs

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Marion Wealth Management Ubs Ag Transaction History