Bank of America’s United-Guardian UG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.62K | Buy |
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|
2025
Q1 | $225 | Buy |
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|
2024
Q4 | $229 | Sell |
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|
2024
Q3 | $476 | Buy |
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|
2024
Q2 | $215 | Buy |
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|
2024
Q1 | $8 | Hold |
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|
2023
Q4 | $7 | Hold |
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|
2023
Q3 | $8 | Hold |
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|
2023
Q2 | $8 | Hold |
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|
2023
Q1 | $9 | Sell |
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|
2022
Q4 | $31 | Sell |
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|
2022
Q3 | $7K | Buy |
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|
2022
Q2 | – | Hold |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $0 | Sell |
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|
2021
Q3 | $0 | Sell |
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|
2021
Q2 | $0 | Buy |
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|
2021
Q1 | $0 | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $29K | Sell |
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|
2019
Q4 | $40K | Sell |
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|
2019
Q3 | $39K | Buy |
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|
2019
Q2 | $38K | Hold |
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|
2019
Q1 | $38K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $1K | Buy |
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|
2018
Q2 | $0 | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $0 | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $2K | Buy |
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|
2014
Q4 | – | Sell |
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|
2014
Q3 | $16K | Sell |
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|
2014
Q2 | $34K | Hold |
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|
2014
Q1 | $36K | Sell |
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|
2013
Q4 | $33K | Buy |
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|
2013
Q3 | $31K | Sell |
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|
2013
Q2 | $34K | Buy |
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