A detailed history of U.S. Capital Wealth Advisors, LLC transactions in Ubs Group Ag stock. As of the latest transaction made, U.S. Capital Wealth Advisors, LLC holds 9,480 shares of UBS stock, worth $307,720. This represents 0.01% of its overall portfolio holdings.

Number of Shares
9,480
Previous 10,901 13.04%
Holding current value
$307,720
Previous $322,000 9.01%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Oct 22, 2024

SELL
$27.97 - $31.42 $39,745 - $44,647
-1,421 Reduced 13.04%
9,480 $293,000
Q2 2024

Jul 11, 2024

BUY
$26.19 - $31.88 $15,478 - $18,841
591 Added 5.73%
10,901 $322,000
Q1 2024

May 10, 2024

SELL
$27.05 - $31.93 $37,734 - $44,542
-1,395 Reduced 11.92%
10,310 $316,000
Q4 2023

Feb 06, 2024

BUY
$23.36 - $31.19 $273,428 - $365,078
11,705 New
11,705 $361,000
Q4 2022

Feb 03, 2023

BUY
$13.98 - $18.8 $3,788 - $5,094
271 New
271 $5,000

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 $103B
  • 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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