A detailed history of Pds Planning, Inc transactions in Ubs Group Ag stock. As of the latest transaction made, Pds Planning, Inc holds 16,455 shares of UBS stock, worth $523,269. This represents 0.05% of its overall portfolio holdings.

Number of Shares
16,455
Previous 16,381 0.45%
Holding current value
$523,269
Previous $483,000 5.18%
% of portfolio
0.05%
Previous 0.05%

Shares

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

Oct 29, 2024

BUY
$27.97 - $31.42 $2,069 - $2,325
74 Added 0.45%
16,455 $508,000
Q2 2024

Aug 07, 2024

SELL
$26.19 - $31.88 $4,530 - $5,515
-173 Reduced 1.05%
16,381 $483,000
Q1 2024

May 01, 2024

BUY
$27.05 - $31.93 $33,812 - $39,912
1,250 Added 8.17%
16,554 $508,000
Q4 2023

Feb 01, 2024

SELL
$23.36 - $31.19 $2,592 - $3,462
-111 Reduced 0.72%
15,304 $472,000
Q3 2023

Oct 20, 2023

BUY
$19.39 - $26.71 $5,118 - $7,051
264 Added 1.74%
15,415 $379,000
Q2 2023

Jul 20, 2023

BUY
$18.91 - $21.91 $65,617 - $76,027
3,470 Added 29.71%
15,151 $307,000
Q1 2023

May 01, 2023

BUY
$18.2 - $22.16 $212,594 - $258,850
11,681 New
11,681 $249,000
Q3 2022

Nov 02, 2022

BUY
$14.51 - $17.21 $146,188 - $173,390
10,075 New
10,075 $146,000
Q4 2021

Jan 25, 2022

SELL
$15.93 - $18.59 $164,700 - $192,202
-10,339 Closed
0 $0
Q3 2021

Oct 22, 2021

BUY
$14.54 - $17.12 $3,707 - $4,365
255 Added 2.53%
10,339 $165,000
Q2 2021

Jul 26, 2021

BUY
$14.96 - $16.52 $150,856 - $166,587
10,084 New
10,084 $155,000

Others Institutions Holding UBS

About UBS Group AG


  • Ticker UBS
  • Exchange NYSE
  • Sector Financial Services
  • Industry Banks—Diversified
  • Shares Outstandng 3,182,350,080
  • Market Cap $101B
  • 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...
More about UBS
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