Spire Wealth Management Ubs Group Ag Transaction History

Spire Wealth Management

$2.83 Billion
Q2 2024

A detailed history of Spire Wealth Management transactions in Ubs Group Ag stock. As of the latest transaction made, Spire Wealth Management holds 13,997 shares of UBS stock, worth $432,647. This represents 0.01% of its overall portfolio holdings.

Number of Shares

13,997

Previous 17,987 22.18%

Holding current value

$432,647

Previous $552,000 25.18%

% of portfolio

0.01%

Previous 0.02%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 31, 2024	SELL	$26.19 - $31.88 $104,498 - $127,201	-3,990 Reduced 22.18%	13,997 $413,000
Q1 2024 Apr 24, 2024	SELL	$27.05 - $31.93 $135,250 - $159,650	-5,000 Reduced 21.75%	17,987 $552,000
Q4 2023 Feb 06, 2024	SELL	$23.36 - $31.19 $15,861 - $21,178	-679 Reduced 2.87%	22,987 $710,000
Q3 2023 Nov 08, 2023	SELL	$19.39 - $26.71 $3,218 - $4,433	-166 Reduced 0.7%	23,666 $583,000
Q2 2023 Aug 09, 2023	BUY	$18.91 - $21.91 $44,476 - $51,532	2,352 Added 10.95%	23,832 $483,000
Q1 2023 May 09, 2023	SELL	$18.2 - $22.16 $71,344 - $86,867	-3,920 Reduced 15.43%	21,480 $458,000
Q4 2022 Feb 03, 2023	BUY	$13.98 - $18.8 $65,384 - $87,927	4,677 Added 22.57%	25,400 $474,000
Q3 2022 Nov 07, 2022	SELL	$14.51 - $17.21 $15,554 - $18,449	-1,072 Reduced 4.92%	20,723 $301,000
Q2 2022 Jul 22, 2022	BUY	$15.58 - $19.96 $3,879 - $4,970	249 Added 1.16%	21,795 $354,000
Q1 2022 Apr 18, 2022	SELL	$15.12 - $21.3 $42,668 - $60,108	-2,822 Reduced 11.58%	21,546 $421,000
Q4 2021 Jan 14, 2022	BUY	$15.93 - $18.59 $44,954 - $52,460	2,822 Added 13.1%	24,368 $435,000
Q3 2021 Oct 22, 2021	BUY	$14.54 - $17.12 $5,452 - $6,420	375 Added 1.77%	21,546 $343,000
Q2 2021 Jul 26, 2021	SELL	$14.96 - $16.52 $15,977 - $17,643	-1,068 Reduced 4.8%	21,171 $325,000
Q1 2021 May 21, 2021	BUY	$14.29 - $16.1 $317,795 - $358,047	22,239 New	22,239 $346,000

Others Institutions Holding UBS

# of Institutions

617

Shares Held

1.48B

Call Options Held

33M

Put Options Held

19.8M

View Full List

About UBS Group AG

Ticker UBS
Exchange NYSE
Sector Financial Services
Industry Banks—Diversified
Shares Outstandng 3,182,350,080
Market Cap $98.4B
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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Spire Wealth Management Ubs Group Ag Transaction History