Morgan Stanley’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 | $645 | Sell |
80
-165
| -67% | -$1.33K | ﹤0.01% | 7391 |
|
|
2025
Q1 | $2.21K | Sell |
245
-2
| -0.8% | -$18 | ﹤0.01% | 7155 |
|
|
2024
Q4 | $2.37K | Sell |
247
-302
| -55% | -$2.89K | ﹤0.01% | 7167 |
|
|
2024
Q3 | $8.72K | Sell |
549
-4
| -0.7% | -$64 | ﹤0.01% | 6762 |
|
|
2024
Q2 | $4.95K | Sell |
553
-3
| -0.5% | -$27 | ﹤0.01% | 6855 |
|
|
2024
Q1 | $4.25K | Sell |
556
-1,492
| -73% | -$11.4K | ﹤0.01% | 6932 |
|
|
2023
Q4 | $14.8K | Buy |
2,048
+1,305
| +176% | +$9.4K | ﹤0.01% | 6741 |
|
|
2023
Q3 | $5.6K | Sell |
743
-4
| -0.5% | -$30 | ﹤0.01% | 6888 |
|
|
2023
Q2 | $6.17K | Sell |
747
-82
| -10% | -$678 | ﹤0.01% | 6936 |
|
|
2023
Q1 | $7.79K | Sell |
829
-140
| -14% | -$1.32K | ﹤0.01% | 6954 |
|
|
2022
Q4 | $10.1K | Sell |
969
-1,001
| -51% | -$10.5K | ﹤0.01% | 6930 |
|
|
2022
Q3 | $22K | Sell |
1,970
-169
| -8% | -$1.89K | ﹤0.01% | 6754 |
|
|
2022
Q2 | $32K | Sell |
2,139
-7,497
| -78% | -$112K | ﹤0.01% | 6814 |
|
|
2022
Q1 | $219K | Buy |
9,636
+1,812
| +23% | +$41.2K | ﹤0.01% | 5869 |
|
|
2021
Q4 | $129K | Buy |
7,824
+411
| +6% | +$6.78K | ﹤0.01% | 6292 |
|
|
2021
Q3 | $105K | Buy |
7,413
+1,158
| +19% | +$16.4K | ﹤0.01% | 6344 |
|
|
2021
Q2 | $94K | Buy |
6,255
+1,463
| +31% | +$22K | ﹤0.01% | 6392 |
|
|
2021
Q1 | $73K | Buy |
4,792
+21
| +0.4% | +$320 | ﹤0.01% | 6173 |
|
|
2020
Q4 | $69K | Buy |
4,771
+177
| +4% | +$2.56K | ﹤0.01% | 6052 |
|
|
2020
Q3 | $70K | Sell |
4,594
-2,401
| -34% | -$36.6K | ﹤0.01% | 5584 |
|
|
2020
Q2 | $104K | Sell |
6,995
-1,224
| -15% | -$18.2K | ﹤0.01% | 5381 |
|
|
2020
Q1 | $119K | Sell |
8,219
-4,553
| -36% | -$65.9K | ﹤0.01% | 5113 |
|
|
2019
Q4 | $251K | Buy |
12,772
+1,035
| +9% | +$20.3K | ﹤0.01% | 5319 |
|
|
2019
Q3 | $223K | Buy |
11,737
+2,030
| +21% | +$38.6K | ﹤0.01% | 5077 |
|
|
2019
Q2 | $182K | Buy |
9,707
+6,636
| +216% | +$124K | ﹤0.01% | 5062 |
|
|
2019
Q1 | $59K | Buy |
3,071
+242
| +9% | +$4.65K | ﹤0.01% | 5599 |
|
|
2018
Q4 | $52K | Sell |
2,829
-150
| -5% | -$2.76K | ﹤0.01% | 5752 |
|
|
2018
Q3 | $48K | Sell |
2,979
-150
| -5% | -$2.42K | ﹤0.01% | 5885 |
|
|
2018
Q2 | $60K | Sell |
3,129
-1,300
| -29% | -$24.9K | ﹤0.01% | 5875 |
|
|
2018
Q1 | $78K | Sell |
4,429
-824
| -16% | -$14.5K | ﹤0.01% | 5773 |
|
|
2017
Q4 | $98K | Buy |
5,253
+1,565
| +42% | +$29.2K | ﹤0.01% | 5636 |
|
|
2017
Q3 | $72K | Buy |
3,688
+308
| +9% | +$6.01K | ﹤0.01% | 5667 |
|
|
2017
Q2 | $52K | Buy |
3,380
+1,029
| +44% | +$15.8K | ﹤0.01% | 5845 |
|
|
2017
Q1 | $35K | Buy |
2,351
+200
| +9% | +$2.98K | ﹤0.01% | 5933 |
|
|
2016
Q4 | $33K | Sell |
2,151
-50
| -2% | -$767 | ﹤0.01% | 5861 |
|
|
2016
Q3 | $32K | Sell |
2,201
-2,976
| -57% | -$43.3K | ﹤0.01% | 5760 |
|
|
2016
Q2 | $84K | Sell |
5,177
-662
| -11% | -$10.7K | ﹤0.01% | 5319 |
|
|
2016
Q1 | $121K | Sell |
5,839
-588
| -9% | -$12.2K | ﹤0.01% | 5226 |
|
|
2015
Q4 | $123K | Sell |
6,427
-9,846
| -61% | -$188K | ﹤0.01% | 5304 |
|
|
2015
Q3 | $293K | Buy |
16,273
+92
| +0.6% | +$1.66K | ﹤0.01% | 4894 |
|
|
2015
Q2 | $309K | Sell |
16,181
-3,294
| -17% | -$62.9K | ﹤0.01% | 5009 |
|
|
2015
Q1 | $363K | Sell |
19,475
-1,289
| -6% | -$24K | ﹤0.01% | 4861 |
|
|
2014
Q4 | $412K | Buy |
20,764
+7,105
| +52% | +$141K | ﹤0.01% | 4808 |
|
|
2014
Q3 | $304K | Buy |
13,659
+4,216
| +45% | +$93.8K | ﹤0.01% | 4899 |
|
|
2014
Q2 | $270K | Buy |
9,443
+6,049
| +178% | +$173K | ﹤0.01% | 4995 |
|
|
2014
Q1 | $99K | Sell |
3,394
-21
| -0.6% | -$613 | ﹤0.01% | 5452 |
|
|
2013
Q4 | $96K | Buy |
+3,415
| New | +$96K | ﹤0.01% | 5363 |
|