Advanced Portfolio Management, LLC UBS Holdings History
Advanced Portfolio Management, LLC's UBS Group AG Holding Summary
As of 2025-03-31, Advanced Portfolio Management, LLC held 67,500.00 shares of UBS Group AG(UBS), totaling $2.07 Mil. This investment constitutes 4.17% of their stock portfolio, and Advanced Portfolio Management, LLC now holds 0% of the outstanding UBS Group AG(UBS) stock.
The initial trade took place in 2023Q2. And since then Advanced Portfolio Management, LLC has made 2 purchases of UBS, at an average price of $24.47, for a total of 440,000.00 shares. In addition, there have been 2 sales at an average price of $25.97 for 372,500.00 shares. Based on historical transaction data and UBS's current price of $33.07, Advanced Portfolio Management, LLC's estimated gain on his UBS holdings is $1.14 Mil, reflecting a 10.59% gain to date.
Advanced Portfolio Management, LLC UBS ($33.07) Holding Chart
Advanced Portfolio Management, LLC UBS ($33.07) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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