Abundance Wealth Counselors’s UGI UGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.12M | Buy |
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|
2025
Q2 | $1.19M | Sell |
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|
2025
Q1 | $1.08M | Buy |
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|
2024
Q4 | $833K | Buy |
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|
2024
Q3 | $726K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $586K | Buy |
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|
2023
Q4 | $418K | Sell |
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|
2023
Q3 | $407K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $545K | Buy |
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|
2022
Q4 | $501K | Buy |
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|
2022
Q3 | $400K | Buy |
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|
2022
Q2 | $436K | Buy |
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|
2022
Q1 | $342K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $119K | Buy |
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