Proficio Capital Partners LLC Ubs Group Ag Transaction History

Proficio Capital Partners LLC

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 05, 2025	BUY	$29.78 - $33.08 $389,165 - $432,289	13,068 New	13,068 $396,000
Q1 2019 May 13, 2019	SELL	$11.85 - $13.61 $12,643 - $14,521	-1,067 Closed	0 $0
Q4 2018 Feb 08, 2019	SELL	$11.81 - $15.57 $7,806 - $10,291	-661 Reduced 38.25%	1,067 $13,000
Q3 2018 Nov 13, 2018	BUY	$14.98 - $16.65 $8,403 - $9,340	561 Added 48.07%	1,728 $27,000
Q2 2018 Aug 10, 2018	SELL	$15.15 - $17.65 $5,529 - $6,442	-365 Reduced 23.83%	1,167 $18,000

Q1 2018 May 14, 2018	BUY	$17.24 - $20.89 $8,395 - $10,173	487 Added 46.6%	1,532 $27,000
Q4 2017 Feb 09, 2018	BUY	$16.9 - $18.4 $2,230 - $2,428	132 Added 14.46%	1,045 $19,000
Q3 2017 Nov 14, 2017	BUY	$16.16 - $17.58 $14,754 - $16,050	913	913 $16,000

725

1.3B

23.1M

33.9M

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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