Wells Fargo’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 | $8.01K | Hold |
1,001
| – | – | ﹤0.01% | 5542 |
|
|
2025
Q1 | $9K | Sell |
1,001
-3,500
| -78% | -$31.5K | ﹤0.01% | 5440 |
|
|
2024
Q4 | $43K | Hold |
4,501
| – | – | ﹤0.01% | 5044 |
|
|
2024
Q3 | $71.5K | Buy |
4,501
+1
| +0% | +$16 | ﹤0.01% | 4798 |
|
|
2024
Q2 | $40.2K | Sell |
4,500
-24
| -0.5% | -$215 | ﹤0.01% | 5006 |
|
|
2024
Q1 | $34.6K | Buy |
4,524
+1
| +0% | +$8 | ﹤0.01% | 5014 |
|
|
2023
Q4 | $32.6K | Buy |
4,523
+1
| +0% | +$7 | ﹤0.01% | 5014 |
|
|
2023
Q3 | $34.1K | Buy |
4,522
+1
| +0% | +$8 | ﹤0.01% | 5017 |
|
|
2023
Q2 | $37.4K | Buy |
4,521
+3,322
| +277% | +$27.5K | ﹤0.01% | 5254 |
|
|
2023
Q1 | $11.3K | Buy |
1,199
+179
| +18% | +$1.68K | ﹤0.01% | 5504 |
|
|
2022
Q4 | $10.6K | Hold |
1,020
| – | – | ﹤0.01% | 5205 |
|
|
2022
Q3 | $11K | Buy |
1,020
+1
| +0.1% | +$11 | ﹤0.01% | 5331 |
|
|
2022
Q2 | $15K | Hold |
1,019
| – | – | ﹤0.01% | 5303 |
|
|
2022
Q1 | $23K | Hold |
1,019
| – | – | ﹤0.01% | 5628 |
|
|
2021
Q4 | $16K | Hold |
1,019
| – | – | ﹤0.01% | 5884 |
|
|
2021
Q3 | $14K | Sell |
1,019
-1
| -0.1% | -$14 | ﹤0.01% | 5773 |
|
|
2021
Q2 | $15K | Hold |
1,020
| – | – | ﹤0.01% | 5684 |
|
|
2021
Q1 | $15K | Buy |
1,020
+1
| +0.1% | +$15 | ﹤0.01% | 5876 |
|
|
2020
Q4 | $14K | Sell |
1,019
-300
| -23% | -$4.12K | ﹤0.01% | 5694 |
|
|
2020
Q3 | $20K | Hold |
1,319
| – | – | ﹤0.01% | 5464 |
|
|
2020
Q2 | $19K | Sell |
1,319
-273
| -17% | -$3.93K | ﹤0.01% | 5403 |
|
|
2020
Q1 | $23K | Buy |
1,592
+292
| +22% | +$4.22K | ﹤0.01% | 5312 |
|
|
2019
Q4 | $26K | Hold |
1,300
| – | – | ﹤0.01% | 5399 |
|
|
2019
Q3 | $25K | Sell |
1,300
-301
| -19% | -$5.79K | ﹤0.01% | 5415 |
|
|
2019
Q2 | $30K | Buy |
1,601
+1
| +0.1% | +$19 | ﹤0.01% | 5368 |
|
|
2019
Q1 | $31K | Sell |
1,600
-800
| -33% | -$15.5K | ﹤0.01% | 5326 |
|
|
2018
Q4 | $44K | Hold |
2,400
| – | – | ﹤0.01% | 5266 |
|
|
2018
Q3 | $39K | Sell |
2,400
-1
| -0% | -$16 | ﹤0.01% | 5361 |
|
|
2018
Q2 | $46K | Buy |
2,401
+600
| +33% | +$11.5K | ﹤0.01% | 5338 |
|
|
2018
Q1 | $32K | Buy |
1,801
+200
| +12% | +$3.55K | ﹤0.01% | 5378 |
|
|
2017
Q4 | $30K | Sell |
1,601
-600
| -27% | -$11.2K | ﹤0.01% | 5364 |
|
|
2017
Q3 | $43K | Buy |
2,201
+600
| +37% | +$11.7K | ﹤0.01% | 5233 |
|
|
2017
Q2 | $25K | Hold |
1,601
| – | – | ﹤0.01% | 5270 |
|
|
2017
Q1 | $24K | Buy |
1,601
+1
| +0.1% | +$15 | ﹤0.01% | 5320 |
|
|
2016
Q4 | $25K | Buy |
1,600
+1,599
| +159,900% | +$25K | ﹤0.01% | 5269 |
|
|
2016
Q3 | $0 | Sell |
1
-439
| -100% | – | ﹤0.01% | 5960 |
|
|
2016
Q2 | $7K | Sell |
440
-1
| -0.2% | -$16 | ﹤0.01% | 5456 |
|
|
2016
Q1 | $9K | Buy |
441
+1
| +0.2% | +$20 | ﹤0.01% | 5479 |
|
|
2015
Q4 | $8K | Sell |
440
-300
| -41% | -$5.46K | ﹤0.01% | 5512 |
|
|
2015
Q3 | $13K | Hold |
740
| – | – | ﹤0.01% | 5395 |
|
|
2015
Q2 | $14K | Hold |
740
| – | – | ﹤0.01% | 5478 |
|
|
2015
Q1 | $14K | Sell |
740
-5
| -0.7% | -$95 | ﹤0.01% | 5298 |
|
|
2014
Q4 | $15K | Hold |
745
| – | – | ﹤0.01% | 5258 |
|
|
2014
Q3 | $17K | Sell |
745
-400
| -35% | -$9.13K | ﹤0.01% | 5210 |
|
|
2014
Q2 | $32K | Buy |
1,145
+1
| +0.1% | +$28 | ﹤0.01% | 5007 |
|
|
2014
Q1 | $34K | Sell |
1,144
-1
| -0.1% | -$30 | ﹤0.01% | 4925 |
|
|
2013
Q4 | $32K | Buy |
1,145
+400
| +54% | +$11.2K | ﹤0.01% | 4774 |
|
|
2013
Q3 | $19K | Hold |
745
| – | – | ﹤0.01% | 4882 |
|
|
2013
Q2 | $18K | Buy |
+745
| New | +$18K | ﹤0.01% | 4810 |
|