Ubs Group shares owned by KCS Wealth Advisory
Quarter-by-quarter ownership of Ubs Group (UBS) shares owned by KCS Wealth Advisory
from 13F filings
Historical chart of KCS Wealth Advisory investment in Ubs Group
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Quarterly reported holdings in Ubs Group by KCS Wealth Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-09-30 | $2.5M | 103k | 24.65 |
| 2023-06-30 | $2.5M | 122k | 20.27 |
| 2023-03-31 | $2.6M | 120k | 21.34 |
| 2022-12-31 | $2.3M | 121k | 18.67 |
| 2022-09-30 | $1.7M | 115k | 14.51 |
| 2022-06-30 | $1.5M | 95k | 16.22 |
| 2022-03-31 | $1.6M | 81k | 19.54 |
| 2021-12-31 | $1.2M | 67k | 17.86 |
| 2021-09-30 | $981k | 62k | 15.94 |
| 2021-06-30 | $354k | 23k | 15.35 |
| 2021-03-31 | $183k | 12k | 15.54 |
| 2019-09-30 | $372k | 33k | 11.31 |
| 2019-06-30 | $400k | 34k | 11.84 |
| 2019-03-31 | $418k | 35k | 12.10 |
| 2018-12-31 | $393k | 32k | 12.38 |