A detailed history of Wealth Alliance Advisory Group, LLC transactions in Ubs Group Ag stock. As of the latest transaction made, Wealth Alliance Advisory Group, LLC holds 63,567 shares of UBS stock, worth $2.02 Million. This represents 0.45% of its overall portfolio holdings.

Number of Shares
63,567
Previous 63,567 -0.0%
Holding current value
$2.02 Million
Previous $1.88 Million 4.64%
% of portfolio
0.45%
Previous 0.46%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 15, 2024

SELL
$27.05 - $31.93 $4,787 - $5,651
-177 Reduced 0.28%
63,567 $1.95 Million
Q2 2023

Jul 13, 2023

BUY
$18.91 - $21.91 $18 - $21
1 Added 0.0%
63,744 $1.29 Million
Q4 2022

Jan 17, 2023

SELL
$13.98 - $18.8 $467,015 - $628,032
-33,406 Reduced 34.39%
63,743 $0
Q3 2022

Oct 12, 2022

SELL
$14.51 - $17.21 $928 - $1,101
-64 Reduced 0.07%
97,149 $1.41 Million
Q4 2021

Jan 13, 2022

SELL
$15.93 - $18.59 $4,380 - $5,112
-275 Reduced 0.28%
97,213 $1.74 Million
Q3 2019

Nov 01, 2019

SELL
$10.16 - $12.29 $60 - $73
-6 Reduced 0.01%
97,488 $1.08 Million
Q2 2019

Jul 17, 2019

SELL
$11.43 - $13.53 $31,672 - $37,491
-2,771 Reduced 2.76%
97,494 $1.19 Million
Q4 2018

Jan 28, 2019

SELL
$11.81 - $15.57 $15,955 - $21,035
-1,351 Reduced 1.33%
100,265 $1.24 Million
Q3 2018

Oct 19, 2018

SELL
$14.98 - $16.65 $1,797 - $1,997
-120 Reduced 0.12%
101,616 $1.6 Million
Q2 2018

Jul 20, 2018

SELL
$15.15 - $17.65 $2,302 - $2,682
-152 Reduced 0.15%
101,736 $1.56 Million
Q1 2018

Jun 01, 2018

BUY
$17.24 - $20.89 $18,033 - $21,850
1,046 Added 1.04%
101,888 $1.8 Million
Q4 2017

Apr 11, 2018

BUY
$16.9 - $18.4 $1.7 Million - $1.86 Million
100,842
100,842 $1.85 Million

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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