A detailed history of Cornerstone Planning Group LLC transactions in Ubs Group Ag stock. As of the latest transaction made, Cornerstone Planning Group LLC holds 81 shares of UBS stock, worth $2,474. This represents 0.0% of its overall portfolio holdings.

Number of Shares
81
Previous 72 12.5%
Holding current value
$2,474
Previous $2.01 Million 32.04%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 05, 2024

BUY
$27.97 - $31.42 $251 - $282
9 Added 12.5%
81 $2.66 Million
Q2 2024

Aug 13, 2024

BUY
$26.19 - $31.88 $1,414 - $1,721
54 Added 300.0%
72 $2.01 Million
Q1 2024

May 07, 2024

BUY
$27.05 - $31.93 $405 - $478
15 Added 500.0%
18 $490,000
Q3 2023

Nov 08, 2023

SELL
$19.39 - $26.71 $2,559 - $3,525
-132 Reduced 97.78%
3 $74,000
Q2 2023

Aug 15, 2023

SELL
$18.91 - $21.91 $189 - $219
-10 Reduced 6.9%
135 $2.74 Million
Q4 2022

Feb 14, 2023

BUY
$13.98 - $18.8 $2,027 - $2,726
145 New
145 $3.05 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 $97.2B
  • 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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