Geode Capital Management’s United-Guardian UG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $260K | Sell |
32,604
-244
| -0.7% | -$1.94K | ﹤0.01% | 3785 |
|
|
2025
Q1 | $295K | Buy |
32,848
+1,584
| +5% | +$14.2K | ﹤0.01% | 3724 |
|
|
2024
Q4 | $302K | Buy |
31,264
+2,929
| +10% | +$28.3K | ﹤0.01% | 3759 |
|
|
2024
Q3 | $450K | Buy |
28,335
+2,170
| +8% | +$34.5K | ﹤0.01% | 3623 |
|
|
2024
Q2 | $234K | Buy |
26,165
+1,265
| +5% | +$11.3K | ﹤0.01% | 3859 |
|
|
2024
Q1 | $193K | Buy |
24,900
+582
| +2% | +$4.5K | ﹤0.01% | 3951 |
|
|
2023
Q4 | $175K | Hold |
24,318
| – | – | ﹤0.01% | 3986 |
|
|
2023
Q3 | $183K | Buy |
24,318
+1,388
| +6% | +$10.5K | ﹤0.01% | 4017 |
|
|
2023
Q2 | $195K | Buy |
22,930
+479
| +2% | +$4.08K | ﹤0.01% | 4054 |
|
|
2023
Q1 | $209K | Buy |
22,451
+1
| +0% | +$9 | ﹤0.01% | 4030 |
|
|
2022
Q4 | $233K | Sell |
22,450
-64
| -0.3% | -$664 | ﹤0.01% | 4015 |
|
|
2022
Q3 | $255K | Hold |
22,514
| – | – | ﹤0.01% | 4064 |
|
|
2022
Q2 | $337K | Buy |
22,514
+12,599
| +127% | +$189K | ﹤0.01% | 3968 |
|
|
2022
Q1 | $223K | Buy |
+9,915
| New | +$223K | ﹤0.01% | 4325 |
|