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
Tip: Access up to 7 years of quarterly data
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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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 |
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