A detailed history of Sound Income Strategies, LLC transactions in Ubs Group Ag stock. As of the latest transaction made, Sound Income Strategies, LLC holds 832 shares of UBS stock, worth $27,522. This represents 0.0% of its overall portfolio holdings.

Number of Shares
832
Previous 704 18.18%
Holding current value
$27,522
Previous $20,000 25.0%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Oct 10, 2024

BUY
$27.97 - $31.42 $3,580 - $4,021
128 Added 18.18%
832 $25,000
Q2 2024

Jul 12, 2024

BUY
$26.19 - $31.88 $7,071 - $8,607
270 Added 62.21%
704 $20,000
Q1 2020

Apr 07, 2020

SELL
$7.65 - $13.4 $4,046 - $7,088
-529 Reduced 54.93%
434 $4,000
Q3 2019

Oct 04, 2019

BUY
$10.16 - $12.29 $4,409 - $5,333
434 Added 82.04%
963 $11,000
Q2 2019

Jul 16, 2019

BUY
$11.43 - $13.53 $331 - $392
29 Added 5.8%
529 $6,000
Q3 2018

Oct 03, 2018

SELL
$14.98 - $16.65 $32,386 - $35,997
-2,162 Reduced 81.22%
500 $8,000
Q2 2018

Aug 14, 2018

BUY
$15.15 - $17.65 $32,754 - $38,159
2,162 Added 432.4%
2,662 $41,000
Q1 2018

May 15, 2018

BUY
$17.24 - $20.89 $8,620 - $10,445
500 New
500 $9,000

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 $105B
  • 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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