Marion Wealth Management Ubs Ag Transaction History

Marion Wealth Management

  • $375 Million
  • Q4 2024

A detailed history of Marion Wealth Management transactions in Ubs Ag stock. As of the latest transaction made, Marion Wealth Management holds 602,713 shares of MLPB stock, worth $16.4 Million. This represents 4.05% of its overall portfolio holdings.

Number of Shares
602,713
Previous 592,617 1.7%
Holding current value
$16.4 Million
Previous $14.4 Million 5.26%
% of portfolio
4.05%
Previous 3.87%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
26
Shares Held
6.79M
Call Options Held
0
Put Options Held
0
View Full List

About UBS AG

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

Track Marion Wealth Management Portfolio

Follow Marion Wealth Management 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 Marion Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Marion Wealth Management with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email