A detailed history of Srs Capital Advisors, Inc. transactions in Ubs Group Ag stock. As of the latest transaction made, Srs Capital Advisors, Inc. holds 4,245 shares of UBS stock, worth $135,288. This represents 0.01% of its overall portfolio holdings.

Number of Shares
4,245
Previous 4,275 0.7%
Holding current value
$135,288
Previous $126,000 3.97%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Nov 06, 2024

SELL
$27.97 - $31.42 $839 - $942
-30 Reduced 0.7%
4,245 $131,000
Q2 2024

Aug 06, 2024

SELL
$26.19 - $31.88 $3,142 - $3,825
-120 Reduced 2.73%
4,275 $126,000
Q1 2024

May 14, 2024

BUY
$27.05 - $31.93 $1,974 - $2,330
73 Added 1.69%
4,395 $135,000
Q4 2023

Feb 06, 2024

BUY
$23.36 - $31.19 $100,961 - $134,803
4,322 New
4,322 $133,000
Q3 2021

Nov 05, 2021

SELL
$14.54 - $17.12 $2,849 - $3,355
-196 Closed
0 $0
Q2 2021

Aug 02, 2021

BUY
$14.96 - $16.52 $2,932 - $3,237
196 New
196 $3,000
Q3 2019

Nov 01, 2019

SELL
$10.16 - $12.29 $10,739 - $12,990
-1,057 Closed
0 $0
Q2 2019

Aug 08, 2019

BUY
$11.43 - $13.53 $12,081 - $14,301
1,057 New
1,057 $13,000
Q3 2018

Nov 06, 2018

SELL
$14.98 - $16.65 $23,608 - $26,240
-1,576 Closed
0 $0
Q2 2018

Aug 21, 2018

BUY
$15.15 - $17.65 $17,013 - $19,820
1,123 Added 247.9%
1,576 $24,000
Q1 2018

May 14, 2018

BUY
$17.24 - $20.89 $3,861 - $4,679
224 Added 97.82%
453 $7,000
Q3 2017

Nov 15, 2017

BUY
$16.16 - $17.58 $3,700 - $4,025
229
229 $3,000

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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