A detailed history of Pinnacle Wealth Planning Services, Inc. transactions in Ubs Group Ag stock. As of the latest transaction made, Pinnacle Wealth Planning Services, Inc. holds 12,211 shares of UBS stock, worth $387,577. This represents 0.05% of its overall portfolio holdings.

Number of Shares
12,211
Previous 12,108 0.85%
Holding current value
$387,577
Previous $357,000 5.6%
% of portfolio
0.05%
Previous 0.05%

Shares

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

Nov 13, 2024

BUY
$27.97 - $31.42 $2,880 - $3,236
103 Added 0.85%
12,211 $377,000
Q2 2024

Aug 09, 2024

BUY
$26.19 - $31.88 $141,164 - $171,833
5,390 Added 80.23%
12,108 $357,000
Q1 2024

May 09, 2024

SELL
$27.05 - $31.93 $131,625 - $155,371
-4,866 Reduced 42.01%
6,718 $206,000
Q4 2023

Feb 07, 2024

SELL
$23.36 - $31.19 $2,686 - $3,586
-115 Reduced 0.98%
11,584 $357,000
Q3 2023

Nov 07, 2023

BUY
$19.39 - $26.71 $226,843 - $312,480
11,699 New
11,699 $288,000
Q2 2022

Aug 03, 2022

BUY
$15.58 - $19.96 $188,424 - $241,396
12,094 New
12,094 $196,000
Q1 2021

Apr 29, 2021

SELL
$14.29 - $16.1 $37,354 - $42,085
-2,614 Closed
0 $0
Q4 2020

Feb 12, 2021

BUY
$11.22 - $14.76 $29,329 - $38,582
2,614 New
2,614 $37,000

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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