UBS GROUP AG

Ticker: UBS CUSIP: H42097107 Class: Com

PDS Planning, Inc's Holding History (CIK: 0000838618)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 18,522 Value ($000) $858 Avg Close $40.40 Range $36.44 - $47.30
Q3 2025
Shares 19,305 Value ($000) $792 Avg Close $38.84 Range $33.48 - $42.56
Q2 2025
Shares 18,655 Value ($000) $631 Avg Close $30.94 Range $25.75 - $34.56
Q1 2025
Shares 18,564 Value ($000) $569 Avg Close $33.35 Range $30.14 - $35.84
Q4 2024
Shares 17,556 Value ($000) $532 Avg Close $31.70 Range $29.58 - $33.34
Q3 2024
Shares 16,455 Value ($000) $509 Avg Close $30.05 Range $27.37 - $31.45
Q2 2024
Shares 16,381 Value ($000) $484 Avg Close $29.73 Range $26.00 - $31.95
Q1 2024
Shares 16,554 Value ($000) $509 Avg Close $29.54 Range $26.89 - $32.13
Q4 2023
Shares 15,304 Value ($000) $473 Avg Close $26.30 Range $23.23 - $31.39
Q3 2023
Shares 15,415 Value ($000) $380 Avg Close $23.36 Range $19.25 - $26.97
Q2 2023
Shares 15,151 Value ($000) $307 Avg Close $20.11 Range $18.71 - $22.15
Q1 2023
Shares 11,681 Value ($000) $249 Avg Close $20.86 Range $17.99 - $22.30
Q3 2022
Shares 10,075 Value ($000) $146 Avg Close $16.01 Range $14.39 - $17.21
Q3 2021
Shares 10,339 Value ($000) $165 Avg Close $16.20 Range $14.42 - $17.20
Q2 2021
Shares 10,084 Value ($000) $155 Avg Close $15.79 Range $14.91 - $16.58