Plante Moran Financial Advisors, LLC Ubs Group Ag Transaction History

Plante Moran Financial Advisors, LLC

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 09, 2024	BUY	$27.05 - $31.93 $2,759 - $3,256	102 New	102 $3,000
Q2 2022 Aug 02, 2022	BUY	$15.58 - $19.96 $1,355 - $1,736	87 New	87 $1,000
Q1 2022 May 06, 2022	SELL	$15.12 - $21.3 $1,285 - $1,810	-85 Closed	0 $0
Q4 2020 Feb 09, 2021	BUY	$11.22 - $14.76 $953 - $1,254	85 New	85 $1,000
Q4 2019 Feb 14, 2020	SELL	$10.58 - $12.58 $4,422 - $5,258	-418 Closed	0 $0
Q2 2019 Aug 13, 2019	SELL	$11.43 - $13.53 $1,623 - $1,921	-142 Reduced 25.36%	418 $5,000
Q1 2019 May 13, 2019	BUY	$11.85 - $13.61 $142 - $163	12 Added 2.19%	560 $7,000
Q4 2018 Jan 29, 2019	BUY	$11.81 - $15.57 $82 - $108	7 Added 1.29%	548 $7,000
Q3 2018 Nov 09, 2018	BUY	$14.98 - $16.65 $374 - $416	25 Added 4.84%	541 $9,000
Q2 2018 Jul 26, 2018	SELL	$15.15 - $17.65 $1,318 - $1,535	-87 Reduced 14.43%	516 $8,000
Q1 2018 May 01, 2018	BUY	$17.24 - $20.89 $10,395 - $12,596	603 New	603 $11,000

620

1.28B

19.4M

24.6M

Ticker UBS
Exchange NYSE
Sector Financial Services
Industry Banks—Diversified
Shares Outstandng 3,182,350,080
Market Cap $103B
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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