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Ubs Group shares owned by Compton Wealth Advisory Group

Quarter-by-quarter ownership of Ubs Group (UBS) shares owned by Compton Wealth Advisory Group from 13F filings

Historical chart of Compton Wealth Advisory Group investment in Ubs Group

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All positions including Ubs Group held by Compton Wealth Advisory Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ubs Group by Compton Wealth Advisory Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $694k 23k 30.72
2023-12-31 $389k 13k 30.90
2023-09-30 $310k 13k 24.65
2023-06-30 $255k 13k 20.27
2023-03-31 $269k 13k 21.34
2022-12-31 $245k 13k 18.67
2022-09-30 $190k 13k 14.49
2022-06-30 $275k 17k 16.25
2022-03-31 $428k 22k 19.55