Bank of America’s United-Guardian UG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.62K | Buy |
827
+802
| +3,208% | +$6.42K | ﹤0.01% | 6228 |
|
|
2025
Q1 | $225 | Buy |
25
+1
| +4% | +$9 | ﹤0.01% | 6606 |
|
|
2024
Q4 | $229 | Sell |
24
-6
| -20% | -$57 | ﹤0.01% | 6634 |
|
|
2024
Q3 | $476 | Buy |
30
+6
| +25% | +$95 | ﹤0.01% | 6457 |
|
|
2024
Q2 | $215 | Buy |
24
+23
| +2,300% | +$206 | ﹤0.01% | 6649 |
|
|
2024
Q1 | $8 | Hold |
1
| – | – | ﹤0.01% | 6659 |
|
|
2023
Q4 | $7 | Hold |
1
| – | – | ﹤0.01% | 6861 |
|
|
2023
Q3 | $8 | Hold |
1
| – | – | ﹤0.01% | 6705 |
|
|
2023
Q2 | $8 | Hold |
1
| – | – | ﹤0.01% | 6680 |
|
|
2023
Q1 | $9 | Sell |
1
-2
| -67% | -$18 | ﹤0.01% | 6804 |
|
|
2022
Q4 | $31 | Sell |
3
-574
| -99% | -$5.93K | ﹤0.01% | 7073 |
|
|
2022
Q3 | $7K | Buy |
+577
| New | +$7K | ﹤0.01% | 6443 |
|
|
2022
Q2 | – | Hold |
0
| – | – | – | 7402 |
|
|
2022
Q1 | – | Sell |
-6
| Closed | – | – | 7722 |
|
|
2021
Q4 | $0 | Sell |
6
-2
| -25% | – | ﹤0.01% | 7611 |
|
|
2021
Q3 | $0 | Sell |
8
-20
| -71% | – | ﹤0.01% | 7382 |
|
|
2021
Q2 | $0 | Buy |
28
+15
| +115% | – | ﹤0.01% | 7162 |
|
|
2021
Q1 | $0 | Buy |
+13
| New | – | ﹤0.01% | 6890 |
|
|
2020
Q2 | – | Sell |
-2,000
| Closed | -$29K | – | 6405 |
|
|
2020
Q1 | $29K | Sell |
2,000
-39
| -2% | -$566 | ﹤0.01% | 5448 |
|
|
2019
Q4 | $40K | Sell |
2,039
-29
| -1% | -$569 | ﹤0.01% | 5485 |
|
|
2019
Q3 | $39K | Buy |
2,068
+68
| +3% | +$1.28K | ﹤0.01% | 5569 |
|
|
2019
Q2 | $38K | Hold |
2,000
| – | – | ﹤0.01% | 5622 |
|
|
2019
Q1 | $38K | Buy |
+2,000
| New | +$38K | ﹤0.01% | 5534 |
|
|
2018
Q4 | – | Sell |
-83
| Closed | -$1K | – | 6506 |
|
|
2018
Q3 | $1K | Buy |
83
+81
| +4,050% | +$976 | ﹤0.01% | 6401 |
|
|
2018
Q2 | $0 | Buy |
+2
| New | – | ﹤0.01% | 6466 |
|
|
2017
Q4 | – | Sell |
-2
| Closed | – | – | 6319 |
|
|
2017
Q3 | $0 | Buy |
+2
| New | – | ﹤0.01% | 6350 |
|
|
2016
Q4 | – | Sell |
-114
| Closed | -$2K | – | 6420 |
|
|
2016
Q3 | $2K | Buy |
+114
| New | +$2K | ﹤0.01% | 6056 |
|
|
2014
Q4 | – | Sell |
-700
| Closed | -$16K | – | 6052 |
|
|
2014
Q3 | $16K | Sell |
700
-500
| -42% | -$11.4K | ﹤0.01% | 5320 |
|
|
2014
Q2 | $34K | Hold |
1,200
| – | – | ﹤0.01% | 5183 |
|
|
2014
Q1 | $36K | Sell |
1,200
-9
| -0.7% | -$270 | ﹤0.01% | 4905 |
|
|
2013
Q4 | $33K | Buy |
1,209
+9
| +0.8% | +$246 | ﹤0.01% | 5032 |
|
|
2013
Q3 | $31K | Sell |
1,200
-235
| -16% | -$6.07K | ﹤0.01% | 4922 |
|
|
2013
Q2 | $34K | Buy |
+1,435
| New | +$34K | ﹤0.01% | 5192 |
|