A detailed history of Rmr Wealth Builders transactions in Ubs Group Ag stock. As of the latest transaction made, Rmr Wealth Builders holds 6,980 shares of UBS stock, worth $213,867. This represents 0.02% of its overall portfolio holdings.

Number of Shares
6,980
Previous 6,980 -0.0%
Holding current value
$213,867
Previous $206,000 4.37%
% of portfolio
0.02%
Previous 0.02%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Feb 06, 2024

SELL
$23.36 - $31.19 $44,804 - $59,822
-1,918 Reduced 21.56%
6,980 $215,000
Q3 2023

Oct 23, 2023

BUY
$19.39 - $26.71 $172,532 - $237,665
8,898 New
8,898 $219,000
Q1 2023

Apr 11, 2023

BUY
$18.2 - $22.16 $174,356 - $212,292
9,580 New
9,580 $204,000

Others Institutions Holding UBS

About UBS Group AG


  • Ticker UBS
  • Exchange NYSE
  • Sector Financial Services
  • Industry Banks—Diversified
  • Shares Outstandng 3,182,350,080
  • Market Cap $97.5B
  • 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
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