Gitterman Wealth Management, LLC Ubs Group Ag Transaction History

Gitterman Wealth Management, LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2022 Oct 27, 2022	BUY	$14.51 - $17.21 $23,245 - $27,570	1,602 Added 13.2%	13,734 $197,000
Q2 2022 Aug 03, 2022	SELL	$15.58 - $19.96 $14,863 - $19,041	-954 Reduced 7.29%	12,132 $195,000
Q1 2022 May 12, 2022	BUY	$15.12 - $21.3 $4,914 - $6,922	325 Added 2.55%	13,086 $256,000
Q4 2021 Feb 01, 2022	BUY	$15.93 - $18.59 $12,775 - $14,909	802 Added 6.71%	12,761 $228,000
Q3 2021 Nov 09, 2021	BUY	$14.54 - $17.12 $20,966 - $24,687	1,442 Added 13.71%	11,959 $191,000
Q2 2021 Jul 30, 2021	BUY	$14.96 - $16.52 $157,334 - $173,740	10,517 New	10,517 $161,000

618

1.28B

19.4M

24.6M

Ticker UBS
Exchange NYSE
Sector Financial Services
Industry Banks—Diversified
Shares Outstandng 3,182,350,080
Market Cap $113B
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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