Number of Shares
-
Current Holdings Value*
N/A
% of Portfolio
0%
Total Estimate Gain
$2.81 Mil
% of Total Estimate Gain
20.27%

Moran Wealth Management, LLC's UBS Group AG Holding Summary

As of 2025-03-31, Moran Wealth Management, LLC held - shares of UBS Group AG(UBS), totaling N/A. This investment constitutes 0% of their stock portfolio, and Moran Wealth Management, LLC now holds 0% of the outstanding UBS Group AG(UBS) stock.

The initial trade took place in 2023Q4. And since then Moran Wealth Management, LLC has made 3 purchases of UBS, at an average price of $27.70, for a total of 500,759.00 shares. In addition, there have been 3 sales at an average price of $33.32 for 500,759.00 shares. Based on historical transaction data and UBS's current price of $35.69, Moran Wealth Management, LLC's estimated gain on his UBS holdings is $2.81 Mil, reflecting a 20.27% gain to date.

Moran Wealth Management, LLC UBS ($35.69) Holding Chart

Moran Wealth Management, LLC UBS ($35.69) 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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