UBS Group’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 | $238K | Buy |
29,753
+4,723
| +19% | +$37.8K | ﹤0.01% | 5369 |
|
|
2025
Q1 | $225K | Buy |
25,030
+3,158
| +14% | +$28.4K | ﹤0.01% | 5233 |
|
|
2024
Q4 | $209K | Sell |
21,872
-3,028
| -12% | -$28.9K | ﹤0.01% | 5231 |
|
|
2024
Q3 | $395K | Sell |
24,900
-5,487
| -18% | -$87.1K | ﹤0.01% | 4251 |
|
|
2024
Q2 | $272K | Sell |
30,387
-4,960
| -14% | -$44.3K | ﹤0.01% | 4344 |
|
|
2024
Q1 | $270K | Buy |
35,347
+2,942
| +9% | +$22.5K | ﹤0.01% | 4521 |
|
|
2023
Q4 | $233K | Sell |
32,405
-1,120
| -3% | -$8.06K | ﹤0.01% | 4516 |
|
|
2023
Q3 | $252K | Buy |
33,525
+4,868
| +17% | +$36.7K | ﹤0.01% | 4110 |
|
|
2023
Q2 | $237K | Buy |
28,657
+2,823
| +11% | +$23.3K | ﹤0.01% | 4345 |
|
|
2023
Q1 | $243K | Buy |
25,834
+7,289
| +39% | +$68.5K | ﹤0.01% | 4210 |
|
|
2022
Q4 | $194K | Sell |
18,545
-9,033
| -33% | -$94.3K | ﹤0.01% | 4397 |
|
|
2022
Q3 | $314K | Sell |
27,578
-5,713
| -17% | -$65K | ﹤0.01% | 3741 |
|
|
2022
Q2 | $499K | Buy |
33,291
+15,634
| +89% | +$234K | ﹤0.01% | 3349 |
|
|
2022
Q1 | $401K | Buy |
17,657
+1,207
| +7% | +$27.4K | ﹤0.01% | 3899 |
|
|
2021
Q4 | $271K | Buy |
16,450
+928
| +6% | +$15.3K | ﹤0.01% | 4416 |
|
|
2021
Q3 | $220K | Sell |
15,522
-632
| -4% | -$8.96K | ﹤0.01% | 4202 |
|
|
2021
Q2 | $242K | Buy |
16,154
+534
| +3% | +$8K | ﹤0.01% | 4214 |
|
|
2021
Q1 | $237K | Sell |
15,620
-901
| -5% | -$13.7K | ﹤0.01% | 4398 |
|
|
2020
Q4 | $238K | Sell |
16,521
-427
| -3% | -$6.15K | ﹤0.01% | 4176 |
|
|
2020
Q3 | $256K | Buy |
16,948
+427
| +3% | +$6.45K | ﹤0.01% | 3842 |
|
|
2020
Q2 | $245K | Sell |
16,521
-845
| -5% | -$12.5K | ﹤0.01% | 3871 |
|
|
2020
Q1 | $251K | Buy |
17,366
+10,838
| +166% | +$157K | ﹤0.01% | 3736 |
|
|
2019
Q4 | $128K | Sell |
6,528
-383
| -6% | -$7.51K | ﹤0.01% | 4853 |
|
|
2019
Q3 | $131K | Buy |
6,911
+1,213
| +21% | +$23K | ﹤0.01% | 4677 |
|
|
2019
Q2 | $107K | Buy |
5,698
+329
| +6% | +$6.18K | ﹤0.01% | 4491 |
|
|
2019
Q1 | $103K | Sell |
5,369
-109
| -2% | -$2.09K | ﹤0.01% | 4268 |
|
|
2018
Q4 | $100K | Sell |
5,478
-87
| -2% | -$1.59K | ﹤0.01% | 4669 |
|
|
2018
Q3 | $90K | Buy |
5,565
+230
| +4% | +$3.72K | ﹤0.01% | 4811 |
|
|
2018
Q2 | $102K | Buy |
5,335
+121
| +2% | +$2.31K | ﹤0.01% | 4551 |
|
|
2018
Q1 | $93K | Sell |
5,214
-289
| -5% | -$5.16K | ﹤0.01% | 4434 |
|
|
2017
Q4 | $102K | Sell |
5,503
-940
| -15% | -$17.4K | ﹤0.01% | 4404 |
|
|
2017
Q3 | $126K | Buy |
6,443
+1,259
| +24% | +$24.6K | ﹤0.01% | 4311 |
|
|
2017
Q2 | $80K | Sell |
5,184
-968
| -16% | -$14.9K | ﹤0.01% | 4425 |
|
|
2017
Q1 | $91K | Buy |
6,152
+2,355
| +62% | +$34.8K | ﹤0.01% | 4254 |
|
|
2016
Q4 | $59K | Buy |
3,797
+342
| +10% | +$5.31K | ﹤0.01% | 4792 |
|
|
2016
Q3 | $50K | Buy |
3,455
+469
| +16% | +$6.79K | ﹤0.01% | 4656 |
|
|
2016
Q2 | $48K | Buy |
2,986
+110
| +4% | +$1.77K | ﹤0.01% | 4705 |
|
|
2016
Q1 | $59K | Sell |
2,876
-168
| -6% | -$3.45K | ﹤0.01% | 4586 |
|
|
2015
Q4 | $58K | Hold |
3,044
| – | – | ﹤0.01% | 4638 |
|
|
2015
Q3 | $55K | Sell |
3,044
-328
| -10% | -$5.93K | ﹤0.01% | 4652 |
|
|
2015
Q2 | $64K | Sell |
3,372
-1,162
| -26% | -$22.1K | ﹤0.01% | 4607 |
|
|
2015
Q1 | $85K | Buy |
4,534
+627
| +16% | +$11.8K | ﹤0.01% | 4287 |
|
|
2014
Q4 | $77K | Buy |
+3,907
| New | +$77K | ﹤0.01% | 4401 |
|