Jfs Wealth Advisors, LLC Ubs Group Ag Transaction History

Jfs Wealth Advisors, LLC

$1.49 Billion
Q3 2024

A detailed history of Jfs Wealth Advisors, LLC transactions in Ubs Group Ag stock. As of the latest transaction made, Jfs Wealth Advisors, LLC holds 26,817 shares of UBS stock, worth $948,517. This represents 0.06% of its overall portfolio holdings.

Number of Shares

26,817

Previous 746 3494.77%

Holding current value

$948,517

Previous $22,000 3663.64%

% of portfolio

0.06%

Previous 0.0%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 25, 2024	BUY	$27.97 - $31.42 $729,205 - $819,150	26,071 Added 3494.77%	26,817 $828,000
Q4 2023 Feb 07, 2024	BUY	$23.36 - $31.19 $2,125 - $2,838	91 Added 13.89%	746 $23,000
Q3 2023 Nov 02, 2023	BUY	$19.39 - $26.71 $2,210 - $3,044	114 Added 21.07%	655 $16,000
Q2 2023 Aug 07, 2023	SELL	$18.91 - $21.91 $2,363 - $2,738	-125 Reduced 18.77%	541 $10,000
Q1 2023 Apr 19, 2023	BUY	$18.2 - $22.16 $637 - $775	35 Added 5.55%	666 $14,000
Q4 2022 Feb 13, 2023	SELL	$13.98 - $18.8 $70,529 - $94,846	-5,045 Reduced 88.88%	631 $11,000
Q3 2022 Oct 21, 2022	SELL	$14.51 - $17.21 $37,537 - $44,522	-2,587 Reduced 31.31%	5,676 $82,000
Q2 2022 Aug 02, 2022	SELL	$15.58 - $19.96 $11,108 - $14,231	-713 Reduced 7.94%	8,263 $134,000
Q1 2022 May 02, 2022	SELL	$15.12 - $21.3 $29,635 - $41,748	-1,960 Reduced 17.92%	8,976 $175,000
Q4 2021 Feb 03, 2022	BUY	$15.93 - $18.59 $2,214 - $2,584	139 Added 1.29%	10,936 $195,000
Q3 2021 Nov 09, 2021	BUY	$14.54 - $17.12 $4,158 - $4,896	286 Added 2.72%	10,797 $172,000
Q2 2021 Aug 04, 2021	BUY	$14.96 - $16.52 $3,695 - $4,080	247 Added 2.41%	10,511 $161,000
Q3 2020 Oct 28, 2020	SELL	$10.51 - $12.52 $2,249 - $2,679	-214 Reduced 2.04%	10,264 $114,000
Q4 2019 Feb 03, 2020	BUY	$10.58 - $12.58 $1,946 - $2,314	184 Added 1.79%	10,478 $132,000
Q3 2019 Oct 31, 2019	BUY	$10.16 - $12.29 $8,351 - $10,102	822 Added 8.68%	10,294 $116,000
Q1 2019 Apr 23, 2019	BUY	$11.85 - $13.61 $9,954 - $11,432	840 Added 9.73%	9,472 $115,000
Q4 2018 Jan 28, 2019	BUY	$11.81 - $15.57 $6,247 - $8,236	529 Added 6.53%	8,632 $107,000
Q2 2018 Jul 26, 2018	BUY	$15.15 - $17.65 $16,604 - $19,344	1,096 Added 15.64%	8,103 $124,000
Q3 2017 Oct 20, 2017	BUY	$16.16 - $17.58 $113,233 - $123,183	7,007	7,007 $120,000

Others Institutions Holding UBS

# of Institutions

618

Shares Held

1.28B

Call Options Held

19.4M

Put Options Held

24.6M

View Full List

About UBS Group AG

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...

More about UBS

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Jfs Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Jfs Wealth Advisors, LLC with notifications on news.

Account

Jfs Wealth Advisors, LLC Ubs Group Ag Transaction History