Meritage Portfolio Management Ubs Group Ag Transaction History

Meritage Portfolio Management

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2021 Jul 26, 2021	SELL	$14.96 - $16.52 $2.72 Million - $3 Million	-181,739 Closed	0 $0
Q1 2021 Apr 27, 2021	SELL	$14.29 - $16.1 $226,267 - $254,927	-15,834 Reduced 8.01%	181,739 $2.82 Million
Q4 2020 Feb 03, 2021	SELL	$11.22 - $14.76 $47,348 - $62,287	-4,220 Reduced 2.09%	197,573 $2.79 Million
Q3 2020 Oct 26, 2020	SELL	$10.51 - $12.52 $213,825 - $254,719	-20,345 Reduced 9.16%	201,793 $2.25 Million
Q2 2020 Jul 27, 2020	SELL	$8.84 - $11.95 $152,048 - $205,540	-17,200 Reduced 7.19%	222,138 $2.56 Million
Q1 2020 Apr 27, 2020	BUY	$7.65 - $13.4 $1.83 Million - $3.21 Million	239,338 New	239,338 $2.22 Million

619

1.28B

19.4M

24.6M

Ticker UBS
Exchange NYSE
Sector Financial Services
Industry Banks—Diversified
Shares Outstandng 3,182,350,080
Market Cap $103B
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...

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