Abel Hall LLC’s UGI UGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-8,829
| Closed | -$249K | – | 222 |
|
|
2024
Q4 | $249K | Sell |
8,829
-50
| -0.6% | -$1.41K | 0.16% | 105 |
|
|
2024
Q3 | $222K | Buy |
8,879
+52
| +0.6% | +$1.3K | 0.15% | 126 |
|
|
2024
Q2 | $202K | Sell |
8,827
-121
| -1% | -$2.77K | 0.14% | 125 |
|
|
2024
Q1 | $220K | Buy |
+8,948
| New | +$220K | 0.16% | 107 |
|