HighTower Advisors’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 | $87.6K | Hold |
11,000
| – | – | ﹤0.01% | 3455 |
|
|
2025
Q1 | $98.9K | Hold |
11,000
| – | – | ﹤0.01% | 3329 |
|
|
2024
Q4 | $106K | Hold |
11,000
| – | – | ﹤0.01% | 3318 |
|
|
2024
Q3 | $174K | Hold |
11,000
| – | – | ﹤0.01% | 3166 |
|
|
2024
Q2 | $98K | Hold |
11,000
| – | – | ﹤0.01% | 3173 |
|
|
2024
Q1 | $86K | Hold |
11,000
| – | – | ﹤0.01% | 3146 |
|
|
2023
Q4 | $80K | Hold |
11,000
| – | – | ﹤0.01% | 3193 |
|
|
2023
Q3 | $82K | Hold |
11,000
| – | – | ﹤0.01% | 3109 |
|
|
2023
Q2 | $94K | Hold |
11,000
| – | – | ﹤0.01% | 3056 |
|
|
2023
Q1 | $102K | Hold |
11,000
| – | – | ﹤0.01% | 2915 |
|
|
2022
Q4 | $114K | Hold |
11,000
| – | – | ﹤0.01% | 2886 |
|
|
2022
Q3 | $124K | Hold |
11,000
| – | – | ﹤0.01% | 2698 |
|
|
2022
Q2 | $164K | Hold |
11,000
| – | – | ﹤0.01% | 2656 |
|
|
2022
Q1 | $248K | Hold |
11,000
| – | – | ﹤0.01% | 2645 |
|
|
2021
Q4 | $180K | Hold |
11,000
| – | – | ﹤0.01% | 2786 |
|
|
2021
Q3 | $156K | Hold |
11,000
| – | – | ﹤0.01% | 2752 |
|
|
2021
Q2 | $164K | Hold |
11,000
| – | – | ﹤0.01% | 2694 |
|
|
2021
Q1 | $166K | Sell |
11,000
-18
| -0.2% | -$272 | ﹤0.01% | 2643 |
|
|
2020
Q4 | $158K | Buy |
+11,018
| New | +$158K | ﹤0.01% | 2219 |
|