Moran Wealth Management, LLC Ubs Group Ag Transaction History

Moran Wealth Management, LLC

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 07, 2025	SELL	$29.78 - $33.08 $274,571 - $304,997	-9,220 Reduced 1.84%	491,187 $14.9 Million
Q3 2024 Nov 08, 2024	SELL	$27.97 - $31.42 $9,845 - $11,059	-352 Reduced 0.07%	500,407 $15.5 Million
Q2 2024 Aug 13, 2024	BUY	$26.19 - $31.88 $114,633 - $139,538	4,377 Added 0.88%	500,759 $14.8 Million
Q1 2024 May 15, 2024	BUY	$27.05 - $31.93 $5.74 Million - $6.78 Million	212,223 Added 74.68%	496,382 $15.2 Million
Q4 2023 Feb 07, 2024	BUY	$23.36 - $31.19 $6.64 Million - $8.86 Million	284,159 New	284,159 $8.78 Million

743

1.3B

23M

33.6M

Ticker UBS
Exchange NYSE
Sector Financial Services
Industry Banks—Diversified
Shares Outstandng 3,182,350,080
Market Cap $124B
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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