Fidelity Investments’s United-Guardian UG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.36K | Hold |
171
| – | – | ﹤0.01% | 4918 |
|
|
2025
Q1 | $1.54K | Sell |
171
-90
| -34% | -$809 | ﹤0.01% | 4918 |
|
|
2024
Q4 | $2.52K | Hold |
261
| – | – | ﹤0.01% | 4780 |
|
|
2024
Q3 | $4.15K | Sell |
261
-2,678
| -91% | -$42.6K | ﹤0.01% | 4655 |
|
|
2024
Q2 | $26.3K | Buy |
+2,939
| New | +$26.3K | ﹤0.01% | 3940 |
|
|
2022
Q3 | – | Sell |
-159
| Closed | -$2K | – | 5421 |
|
|
2022
Q2 | $2K | Sell |
159
-471
| -75% | -$5.93K | ﹤0.01% | 4607 |
|
|
2022
Q1 | $14K | Buy |
+630
| New | +$14K | ﹤0.01% | 4138 |
|
|
2020
Q3 | – | Sell |
-124
| Closed | -$2K | – | 4011 |
|
|
2020
Q2 | $2K | Buy |
124
+39
| +46% | +$629 | ﹤0.01% | 3397 |
|
|
2020
Q1 | $1K | Hold |
85
| – | – | ﹤0.01% | 3536 |
|
|
2019
Q4 | $2K | Sell |
85
-180
| -68% | -$4.24K | ﹤0.01% | 3585 |
|
|
2019
Q3 | $5K | Buy |
265
+180
| +212% | +$3.4K | ﹤0.01% | 3412 |
|
|
2019
Q2 | $2K | Hold |
85
| – | – | ﹤0.01% | 3553 |
|
|
2019
Q1 | $2K | Hold |
85
| – | – | ﹤0.01% | 3445 |
|
|
2018
Q4 | $2K | Sell |
85
-18
| -17% | -$424 | ﹤0.01% | 3341 |
|
|
2018
Q3 | $2K | Buy |
+103
| New | +$2K | ﹤0.01% | 3409 |
|